Free Trial

iShares Bitcoin Trust (IBIT) Institutional Ownership

iShares Bitcoin Trust logo
$59.83 +2.74 (+4.80%)
As of 03:45 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
473
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$686.82M
Get IBIT Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Bitcoin Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IBIT Institutional Buying and Selling by Quarter

iShares Bitcoin Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025First United Bank & Trust26,495$1.41M0.5%+12.7%0.004%
1/16/2025ARS Investment Partners LLC15,200$806K0.1%N/A0.002%
1/16/2025Pure Financial Advisors LLC6,024$320K0.0%N/A0.001%
1/16/2025Koshinski Asset Management Inc.8,067$428K0.0%+26.1%0.001%
1/16/2025Harbor Investment Advisory LLC29,848$1.58M0.1%+53.8%0.005%
1/16/2025Gemmer Asset Management LLC18,165$964K0.1%-2.6%0.003%
1/16/2025Union Savings Bank473$25K0.0%N/A0.000%
1/16/2025Zhang Financial LLC295,872$15.70M0.9%+7.9%0.046%
1/16/2025MassMutual Private Wealth & Trust FSB2,437$129K0.0%+63.9%0.000%
1/16/2025SFG Wealth Management LLC.4,437$235K0.1%N/A0.001%
1/16/2025BigSur Wealth Management LLC48,035$2.55M0.7%-50.8%0.007%
1/16/2025Strong Tower Advisory Services293,705$15.58M4.1%+4.0%0.045%
1/16/2025City Holding Co.488$26K0.0%+95.2%0.000%
1/16/2025RoundAngle Advisors LLC25,480$1.35M1.3%N/A0.004%
1/16/2025Ariose Capital Management Ltd88,400$4.69M3.9%N/A0.014%
1/16/2025Evanson Asset Management LLC5,466$290K0.0%N/A0.001%
1/16/2025Perkins Coie Trust Co1,045$55K0.0%N/A0.000%
1/16/2025Clarius Group LLC5,468$290K0.0%N/A0.001%
1/15/2025 J2 Capital Management Inc8,300$440K0.4%N/A0.001%
1/15/2025 BNC Wealth Management LLC24,163$1.28M0.4%N/A0.004%
1/15/2025 Sandbox Financial Partners LLC9,596$509K0.2%+16.2%0.001%
1/15/2025 Udine Wealth Management Inc.55,216$2.93M1.9%+1.7%0.009%
1/15/2025 Ballew Advisors Inc6,380$340K0.2%N/A0.001%
1/15/2025 Kera Capital Partners Inc.4,228$224K0.1%N/A0.001%
1/15/2025 Taylor & Morgan Wealth Management LLC9,338$495K0.3%+15.5%0.001%
1/15/2025 Jackson Square Capital LLC30,366$1.61M0.4%N/A0.005%
1/15/2025 Ameritas Advisory Services LLC16,562$879K0.0%N/A0.003%
1/15/2025 HB Wealth Management LLC25,265$1.34M0.0%+129.5%0.004%
1/15/2025 Sara Bay Financial6,225$333K0.1%N/A0.001%
1/15/2025 Trust Co. of Vermont3,854$204K0.0%+134.4%0.001%
1/15/2025 Arkadios Wealth Advisors43,794$2.32M0.1%+58.1%0.007%
1/15/2025 Lake Street Private Wealth LLC4,555$242K0.0%N/A0.001%
1/15/2025 Sax Wealth Advisors LLC5,758$305K0.0%N/A0.001%
1/15/2025 Merit Financial Group LLC17,500$928K0.0%N/A0.003%
1/15/2025 Relyea Zuckerberg Hanson LLC6,870$364K0.0%N/A0.001%
1/15/2025 Wealthcare Advisory Partners LLC9,106$483K0.0%N/A0.001%
1/15/2025 Procyon Advisors LLC23,513$1.25M0.1%N/A0.004%
1/15/2025 Lauer Wealth LLC6,350$337K0.2%N/A0.001%
1/15/2025 Yarbrough Capital LLC311,211$16.51M0.6%+121.4%0.048%
1/15/2025 Edge Wealth Management LLC4,500$239K0.0%N/A0.001%
1/15/2025 Fermata Advisors LLC26,277$1.39M0.3%+346.7%0.004%
1/15/2025 Cypress Wealth Services LLC12,303$653K0.1%+67.0%0.002%
1/15/2025 Sanders Morris Harris LLC4,000$215K0.0%N/A0.001%
1/15/2025 Mirador Capital Partners LP14,262$757K0.1%+41.8%0.002%
1/14/2025 Mason & Associates Inc6,963$369K0.1%N/A0.001%
1/14/2025 Heritage Family Offices LLP15,335$814K0.4%N/A0.002%
1/14/2025 Financial Enhancement Group LLC68,486$3.65M0.6%N/A0.011%
1/14/2025 Winch Advisory Services LLC3,532$187K0.0%+19.1%0.001%
1/14/2025 HCR Wealth Advisors31,492$1.67M0.2%+5.1%0.005%
1/14/2025 Redhawk Wealth Advisors Inc.10,972$582K0.1%N/A0.002%
1/14/2025 Wolff Wiese Magana LLC1,137$60K0.0%N/A0.000%
1/14/2025 Smith Anglin Financial LLC12,545$666K0.1%+94.9%0.002%
1/14/2025 Moseley Investment Management Inc.6,112$324K0.1%N/A0.001%
1/14/2025 Park Avenue Securities LLC44,119$2.34M0.0%+73.4%0.007%
1/14/2025 San Luis Wealth Advisors LLC6,687$355K0.1%+8.8%0.001%
1/14/2025 SeaCrest Wealth Management LLC38,236$2.03M0.2%+14.7%0.006%
1/14/2025 Sovereign Financial Group Inc.16,645$883K0.2%-9.6%0.003%
1/14/2025 Gainplan LLC187,573$9.95M3.8%N/A0.029%
1/14/2025 GSG Advisors LLC10,609$563K0.2%+5.5%0.002%
1/14/2025 Rosenberg Matthew Hamilton4,191$222K0.1%+78.3%0.001%
1/14/2025 MRA Advisory Group73,368$3.89M2.1%-0.9%0.011%
1/14/2025 Signal Advisors Wealth LLC63,919$3.39M0.4%+47.2%0.010%
1/13/2025 Columbia Advisory Partners LLC22,181$1.18M1.1%N/A0.003%
1/13/2025 PSI Advisors LLC557$30K0.0%N/A0.000%
1/13/2025 Unique Wealth LLC16,185$859K0.2%+11.1%0.003%
1/13/2025 AdvisorNet Financial Inc2,651$141K0.0%+52.4%0.000%
1/13/2025 Tsfg LLC2,571$136K0.0%N/A0.000%
1/13/2025 Catalyst Private Wealth LLC10,431$553K0.2%-7.0%0.002%
1/13/2025 Pallas Capital Advisors LLC6,177$328K0.0%+18.9%0.001%
1/13/2025 Friedenthal Financial1,994$106K0.1%-34.0%0.000%
1/13/2025 Heritage Wealth Partners LLC9,235$490K0.6%N/A0.001%
1/13/2025 Claro Advisors LLC11,277$598K0.1%N/A0.002%
1/13/2025 Future Financial Wealth Managment LLC1,050$56K0.0%+2,000.0%0.000%
1/13/2025 Wedmont Private Capital11,418$615K0.0%N/A0.002%
1/13/2025 JTC Employer Solutions Trustee Ltd37,481$2.01M0.1%+64.4%0.006%
1/13/2025 Capital Investment Advisors LLC6,992$371K0.0%N/A0.001%
1/13/2025 Brookstone Capital Management191,555$10.16M0.1%+2.2%0.030%
1/13/2025 Fiduciary Alliance LLC243,311$12.91M1.3%+10.5%0.038%
1/13/2025 Aprio Wealth Management LLC21,854$1.16M0.2%N/A0.003%
1/13/2025 Paragon Advisors LLC405,212$21.50M7.4%-11.5%0.063%
1/10/2025 Graypoint LLC6,541$347K0.0%-61.2%0.001%
1/10/2025 HBW Advisory Services LLC4,502$239K0.0%N/A0.001%
1/10/2025 CCM Investment Advisers LLC13,885$744K0.1%+79.3%0.002%
1/10/2025 Ridgewood Investments LLC6,980$370K0.2%+76.7%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC88,837$4.71M0.0%+0.4%0.014%
1/10/2025 Avondale Wealth Management6,000$318K0.2%-15.0%0.001%
1/10/2025 ORG Partners LLC10,208$542K0.1%+346.9%0.002%
1/8/2025 International Assets Investment Management LLC3,689$204K0.0%-88.7%0.001%
1/7/2025 Diversified Trust Co25,175$1.34M0.0%N/A0.004%
1/7/2025 APEIRON CAPITAL Ltd159,100$8.44M3.1%N/A0.025%
1/6/2025 Ables Iannone Moore & Associates Inc.19,659$1.04M0.6%-1.1%0.003%
1/6/2025 Doliver Advisors LP9,581$508K0.1%+26.8%0.001%
1/6/2025 Silverleafe Capital Partners LLC13,840$734K0.2%N/A0.002%
1/6/2025 CWA Asset Management Group LLC106,184$5.63M0.3%+17.1%0.016%
1/3/2025 Modus Advisors LLC11,000$584K0.2%N/A0.002%
1/3/2025 Franchise Capital Ltd94,350$5.01M2.3%N/A0.015%
12/13/2024B. Riley Wealth Advisors Inc.38,078$1.36M0.0%+32.2%0.006%
12/10/2024Garden State Investment Advisory Services LLC18,150$656K0.2%N/A0.003%
12/2/2024Beaird Harris Wealth Management LLC2,205$80K0.0%-47.8%0.000%
11/27/2024Franklin Resources Inc.29,470$1.11M0.0%N/A0.005%
(Data available from 1/1/2016 forward)

IBIT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBIT shares?

During the previous two years, 498 institutional investors and hedge funds held shares of iShares Bitcoin Trust. The most heavily invested institutionals were Millennium Management LLC ($371.32M), IMC Chicago LLC ($323.34M), Aristeia Capital L.L.C. ($202.81M), Sculptor Capital LP ($115.83M), Bracebridge Capital LLC ($100.64M), D. E. Shaw & Co. Inc. ($90.01M), and Titan Global Capital Management USA LLC ($65.56M).Learn more on IBIT's institutional investors.

Which institutional investors have been buying iShares Bitcoin Trust stock?

Of the 474 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: IMC Chicago LLC ($8.95M), Bracebridge Capital LLC ($2.49M), D. E. Shaw & Co. Inc. ($2.49M), Murchinson Ltd. ($2.41M), Sculptor Capital LP ($2.22M), Aristeia Capital L.L.C. ($1.90M), and Point72 Asset Management L.P. ($1.67M).

How much institutional buying is happening at iShares Bitcoin Trust?

Institutional investors have bought a total of 47,288,373 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

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

Of the 68 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), Verition Fund Management LLC ($619.90K), Yong Rong HK Asset Management Ltd ($501.96K), Anson Funds Management LP ($432.96K), DRW Securities LLC ($359.58K), and Susquehanna International Group LLP ($249.79K).

How much institutional selling is happening at iShares Bitcoin Trust?

Institutional investors have sold a total of 19,534,952 shares in the last 24 months. This volume of shares sold represents approximately $686.82M in transactions.



This page (NASDAQ:IBIT) was last updated on 1/17/2025 by MarketBeat.com Staff
From Our Partners