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iShares Bitcoin Trust (IBIT) Institutional Ownership

iShares Bitcoin Trust logo
$47.92 -0.36 (-0.75%)
As of 02:16 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Bitcoin Trust (NASDAQ:IBIT)

Number of
Institutional Buyers
(last 12 months)
929
Total
Institutional Inflows
(last 12 months)
$7.46B
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$925.75M
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IBIT Institutional Buying and Selling by Quarter

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iShares Bitcoin Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Accurate Wealth Management LLC5,552$265K0.0%N/A0.001%
4/15/2025Simplicity Wealth LLC96,352$4.51M0.4%+2,190.8%0.010%
4/15/2025Wealthcare Advisory Partners LLC33,682$1.58M0.0%+269.9%0.003%
4/15/2025Requisite Capital Management LLC97,377$4.56M1.0%+21.5%0.010%
4/14/2025Octavia Wealth Advisors LLC13,322$624K0.1%+31.1%0.001%
4/14/2025Pallas Capital Advisors LLC7,747$363K0.0%+25.4%0.001%
4/14/2025Farther Finance Advisors LLC96,017$4.64M0.1%+85.4%0.010%
4/14/2025City Holding Co.718$34K0.0%+47.1%0.000%
4/14/2025Deane Retirement Strategies Inc.21,720$1.02M0.5%+19,826.6%0.002%
4/14/2025CMH Wealth Management LLC7,183$336K0.1%N/A0.001%
4/14/2025Wesbanco Bank Inc.104,455$4.89M0.2%+4.8%0.010%
4/14/2025Capital Investment Advisors LLC9,899$463K0.0%+41.6%0.001%
4/14/2025Park Avenue Securities LLC70,944$3.32M0.0%+60.8%0.007%
4/14/2025Bank of New Hampshire1,182$55K0.0%+329.8%0.000%
4/14/2025Miracle Mile Advisors LLC4,558$213K0.0%N/A0.000%
4/14/2025Yarbrough Capital LLC360,149$16.86M0.7%+15.7%0.036%
4/14/2025NavPoint Financial Inc.4,927$231K0.2%N/A0.000%
4/14/2025Wedmont Private Capital16,587$791K0.0%+45.3%0.002%
4/14/2025UMB Bank n.a.14,307$670K0.0%+596.9%0.001%
4/14/2025Perennial Advisors LLC6,755$316K0.1%-43.4%0.001%
4/14/2025LexAurum Advisors LLC17,987$842K0.2%+18.7%0.002%
4/14/2025Gemmer Asset Management LLC8,534$399K0.0%-53.0%0.001%
4/11/2025 Principia Wealth Advisory LLC24,585$1.15M1.1%-17.7%0.002%
4/11/2025 Princeton Global Asset Management LLC5,203$244K0.0%+8.0%0.001%
4/11/2025 Fiduciary Planning LLC18,916$885K0.3%+26.5%0.002%
4/11/2025 Vanguard Capital Wealth Advisors17,575$823K1.0%N/A0.002%
4/11/2025 Epiq Partners LLC104,305$4.88M2.6%+2.1%0.010%
4/11/2025 Sara Bay Financial198,002$9.42M4.2%+3,080.8%0.020%
4/11/2025 City State Bank5,315$249K0.1%+1,486.6%0.001%
4/11/2025 Udine Wealth Management Inc.57,630$2.70M1.8%+4.4%0.006%
4/11/2025 Sard Wealth Management Group LLC5,920$277K0.2%N/A0.001%
4/11/2025 Sovereign Financial Group Inc.17,470$818K0.2%+5.0%0.002%
4/11/2025 SeaCrest Wealth Management LLC34,233$1.60M0.2%-10.5%0.003%
4/11/2025 Sandbox Financial Partners LLC10,438$489K0.2%+8.8%0.001%
4/11/2025 Prospect Financial Services LLC6,945$325K0.2%N/A0.001%
4/11/2025 Procyon Advisors LLC32,040$1.50M0.1%+36.3%0.003%
4/11/2025 Magnus Financial Group LLC215,237$10.08M1.0%-36.9%0.022%
4/11/2025 Insight Advisors LLC PA13,598$637K0.1%+86.5%0.001%
4/11/2025 AFG Fiduciary Services Limited Partnership17,100$801K0.2%+117.1%0.002%
4/11/2025 Signal Advisors Wealth LLC93,115$4.36M0.4%+45.7%0.009%
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4/11/2025 MRA Advisory Group54,708$2.56M1.4%-25.4%0.005%
4/10/2025 Lake Street Private Wealth LLC5,068$237K0.0%+11.3%0.001%
4/10/2025 Cypress Wealth Services LLC14,917$698K0.1%+21.2%0.001%
4/10/2025 Wealth Management Partners LLC5,869$275K0.1%N/A0.001%
4/10/2025 Fermata Advisors LLC28,149$1.32M0.2%+7.1%0.003%
4/10/2025 Gainplan LLC102,936$4.82M3.1%-45.1%0.010%
4/10/2025 Beacon Financial Group16,206$759K0.1%-20.5%0.002%
4/10/2025 Clare Market Investments LLC168,178$7.87M2.1%-3.5%0.017%
4/10/2025 Secure Asset Management LLC58,534$2.74M0.5%+18.2%0.006%
4/10/2025 Park Edge Advisors LLC35,059$1.64M0.5%-55.7%0.003%
4/10/2025 Key Client Fiduciary Advisors LLC16,647$779K0.4%+11.2%0.002%
4/10/2025 Financial Management Professionals Inc.7,705$361K0.0%+5.8%0.001%
4/10/2025 Benin Management CORP6,170$289K0.1%+4.6%0.001%
4/10/2025 Watershed Private Wealth LLC16,885$790K0.3%+17.9%0.002%
4/10/2025 Accel Wealth Management15,281$715K0.3%+15.7%0.002%
4/10/2025 Heritage Family Offices LLP18,413$862K0.4%+20.1%0.002%
4/10/2025 Smith Anglin Financial LLC16,269$762K0.1%+29.7%0.002%
4/9/2025 RFG Advisory LLC24,780$1.16M0.0%-53.9%0.002%
4/9/2025 Swisher Financial Concepts Inc.5,150$241K0.2%N/A0.001%
4/9/2025 McLean Asset Management Corp6,906$301K0.1%N/A0.001%
4/9/2025 HBW Advisory Services LLC5,731$268K0.0%+27.3%0.001%
4/9/2025 ST Germain D J Co. Inc.7,100$332K0.0%+34.1%0.001%
4/9/2025 Merit Financial Group LLC26,566$1.24M0.0%+51.8%0.003%
4/9/2025 Lbmc Investment Advisors LLC13,995$655K0.1%+3.5%0.001%
4/9/2025 Harbor Investment Advisory LLC27,173$1.27M0.1%-9.0%0.003%
4/9/2025 Milestone Asset Management LLC9,457$443K0.1%N/A0.001%
4/9/2025 Gradient Investments LLC28,500$1.33M0.0%+2.5%0.003%
4/9/2025 Strong Tower Advisory Services289,860$12.83M3.1%-1.3%0.029%
4/9/2025 NBC Securities Inc.1,851$86K0.0%+92,450.0%0.000%
4/9/2025 Fiduciary Alliance LLC270,915$12.68M1.2%+11.3%0.027%
4/9/2025 Future Financial Wealth Managment LLC3,050$143K0.1%+190.5%0.000%
4/9/2025 Advance Capital Management Inc.5,372$251K0.0%N/A0.001%
4/9/2025 JTC Employer Solutions Trustee Ltd47,616$2.23M0.2%+27.0%0.005%
4/9/2025 Mirador Capital Partners LP25,574$1.20M0.2%+79.3%0.003%
4/9/2025 Sanders Morris Harris LLC11,268$527K0.1%+181.7%0.001%
4/8/2025 Taylor & Morgan Wealth Management LLC7,082$332K0.3%-24.2%0.001%
4/8/2025 Fifth Third Wealth Advisors LLC5,138$241K0.0%N/A0.001%
4/8/2025 Verde Capital Management163,358$7.65M2.2%-2.8%0.016%
4/8/2025 J2 Capital Management Inc15,152$709K0.7%+82.6%0.001%
4/8/2025 Catalyst Private Wealth LLC5,963$279K0.1%-42.8%0.001%
4/8/2025 Doliver Advisors LP11,097$519K0.1%+15.8%0.001%
4/8/2025 Rothschild Investment LLC45,672$2.14M0.1%+5.5%0.005%
4/8/2025 Parallel Advisors LLC35,768$1.67M0.0%+5.6%0.004%
4/7/2025 AdvisorNet Financial Inc6,569$307K0.0%+147.8%0.001%
4/4/2025 Baring Financial LLC40,100$1.88M1.6%+76.0%0.004%
4/3/2025 First Hawaiian Bank14,452$676K0.0%+6.8%0.001%
4/3/2025 jvl associates llc10,400$487K0.2%N/A0.001%
4/3/2025 Franchise Capital Ltd5,205$244K0.1%-94.5%0.001%
4/2/2025 Kera Capital Partners Inc.5,692$266K0.1%+34.6%0.001%
4/2/2025 Global Wealth Strategies & Associates2,537$119K0.0%+17.3%0.000%
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4/1/2025 Modus Advisors LLC13,697$641K0.2%+24.5%0.002%
3/24/2025Fire Capital Management LLC7,268$386K0.3%N/A0.001%
3/24/2025Mascagni Wealth Management Inc.2,803$149K0.1%N/A0.000%
3/18/2025Objective Capital Management LLC35,480$1.88M1.3%+4.3%0.005%
3/17/2025Wealth Enhancement Advisory Services LLC140,574$7.46M0.0%+58.8%0.022%
3/12/2025Centaurus Financial Inc.60,630$3.22M0.2%+480.9%0.009%
3/12/2025Wealthedge Investment Advisors LLC25,712$1.36M0.6%N/A0.004%
3/6/2025Copia Wealth Management23,828$1.26M1.2%N/A0.004%
2/28/2025BridgePort Financial Solutions LLC21,869$1.16M0.5%N/A0.003%
2/27/2025Bernard Wealth Management Corp.1,250$66K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

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IBIT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBIT shares?

During the previous two years, 960 institutional investors and hedge funds held shares of iShares Bitcoin Trust. The most heavily invested institutionals were Millennium Management LLC ($1.58B), Brevan Howard Capital Management LP ($1.39B), Symmetry Investments LP ($672.61M), D. E. Shaw & Co. Inc. ($512.86M), Capula Management Ltd ($491.71M), Mubadala Investment Co PJSC ($436.90M), and Tudor Investment Corp ET AL ($426.98M).Learn more on IBIT's institutional investors.

Which institutional investors have been buying iShares Bitcoin Trust stock?

Of the 932 institutional investors that purchased iShares Bitcoin Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brevan Howard Capital Management LP ($25.57M), Symmetry Investments LP ($12.34M), D. E. Shaw & Co. Inc. ($9.98M), IMC Chicago LLC ($8.95M), Mubadala Investment Co PJSC ($8.24M), Jericho Capital Asset Management L.P. ($7.13M), and Millennium Management LLC ($6.35M).

How much institutional buying is happening at iShares Bitcoin Trust?

Institutional investors have bought a total of 155,153,496 shares in the last 24 months. This purchase volume represents approximately $7.47B in transactions.

Which iShares Bitcoin Trust major shareholders have been selling company stock?

Of the 148 institutional investors that sold iShares Bitcoin Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($9.98M), Jane Street Group LLC ($6.46M), Titan Global Capital Management USA LLC ($828.74K), Verition Fund Management LLC ($619.90K), Yong Rong HK Asset Management Ltd ($501.96K), Focus Partners Wealth ($483.72K), and Crcm LP ($474.83K).

How much institutional selling is happening at iShares Bitcoin Trust?

Institutional investors have sold a total of 24,098,037 shares in the last 24 months. This volume of shares sold represents approximately $926.08M in transactions.



This page (NASDAQ:IBIT) was last updated on 4/15/2025 by MarketBeat.com Staff
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