ISHARES BITCOIN TRUST ETF (IBIT) Institutional Ownership Changes & 13F Activity
ISHARES BITCOIN TRUST ETF (IBIT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Cantor Fitzgerald, L. P., Proficio Capital Partners Llc, Crcm Lp, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +34,283 | +4.6% | 775,462 | $25.82M | Q2 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -11 | -2.1% | 519 | $17.28K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +81,152 | +24.8% | 408,760 | $13.61M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +45 | +1.4% | 3,196 | $106.39K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -761,066 | -59.7% | 514,614 | $17.13M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -21 | -4.8% | 419 | $13.95K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -121,276 | -15.2% | 676,453 | $22.52M | Q2 2026 | Aug 27, 2026 |
| Bernard Wealth Management Corp. | Sell | -200 | -8.0% | 2,287 | $76.14K | Q2 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Sell | -2 | -0.0% | 18,675 | $621.70K | Q2 2026 | Aug 21, 2026 |
| Gill Capital Partners, Llc | Buy | +1,050 | +41.7% | 3,566 | $118.71K | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -859 | -11.6% | 6,556 | $218.25K | Q2 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, Llc | Buy | +668 | +2.8% | 24,127 | $803.19K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Buy | +163 | +1.5% | 10,851 | $362.03K | Q2 2026 | Aug 20, 2026 |
| Atx Financial Planning, Llc | Buy | +126 | +1.5% | 8,787 | $292.52K | Q2 2026 | Aug 20, 2026 |
| Cantor Fitzgerald, L. P. | Buy | +576,475 | +87.6% | 1,234,234 | $41.09M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -4,465 | -6.2% | 67,437 | $2.24M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,309 | +1.2% | 187,725 | $6.25M | Q2 2026 | Aug 19, 2026 |
| Crcm Lp | Buy | +303,555 | — | 303,555 | $10.11M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +134,901 | +92.9% | 280,150 | $9.33M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Buy | +1,949 | +6.3% | 33,008 | $1.10M | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Sell | -214 | -3.1% | 6,711 | $223.41K | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +155 | — | 155 | $5.16K | Q2 2026 | Aug 18, 2026 |
| Proficio Capital Partners Llc | Buy | +402,567 | +390.7% | 505,612 | $16.83M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -11,791 | -31.0% | 26,196 | $872.07K | Q2 2026 | Aug 17, 2026 |
| Km Capital Management Ltd. | Sell | -11,173 | -22.3% | 38,830 | $1.29M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +7,301 | +29.2% | 32,270 | $1.07M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +5,794 | +3.2% | 187,036 | $6.23M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +3,563 | +3.8% | 97,431 | $3.23M | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Buy | +3,116 | +8.9% | 38,120 | $1.27M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -1,109 | -1.9% | 56,450 | $1.88M | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about IBIT activity
Which institutional owners are buying IBIT?
Institutional owners buying IBIT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBIT activity?
"Buy" means an investor increased their reported position in IBIT compared to the prior reporting period. This reflects growing exposure to ISHARES BITCOIN TRUST ETF (IBIT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBIT increasing?
Institutional interest in IBIT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.