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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Texas Treasury Safekeeping Trust Co, Galaxy Digital Capital Management Gp Llc, Estate Planners Group, Llc, Titiun Yejiel, and National Philanthropic Trust.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +34,977 | +63.5% | 90,064 | $4.47M | Q4 2025 | Oct 27, 2026 |
| Dakota Wealth Management | Buy | +9,746 | +14.2% | 78,490 | $3.90M | Q4 2025 | Aug 26, 2026 |
| Arete Wealth Advisors, Llc | Buy | +37,179 | — | 37,179 | $1.85M | Q4 2025 | Aug 11, 2026 |
| Texas Treasury Safekeeping Trust Co | Buy | +197,844 | — | 197,844 | $9.82K | Q4 2025 | Jul 24, 2026 |
| Verus Capital Partners, Llc | Buy | +2,455 | +22.4% | 13,408 | $665.71K | Q4 2025 | Jul 09, 2026 |
| Flatrock Wealth Partners Llc | Buy | +10,450 | — | 10,450 | $401.49K | Q4 2025 | May 26, 2026 |
| Cadia Private Client Llc | Buy | +4,642 | — | 4,642 | $230.46K | Q4 2025 | May 20, 2026 |
| National Philanthropic Trust | Buy | +61,468 | +36.6% | 229,449 | $11.39M | Q4 2025 | May 15, 2026 |
| Gem Investment Advisors, Llc | Buy | +49,157 | — | 49,157 | $2.44M | Q4 2025 | May 15, 2026 |
| Broadhurst Jeffrey B | Buy | +16,693 | — | 16,693 | $828.79K | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -8,645 | -18.1% | 39,054 | $1.94M | Q4 2025 | May 15, 2026 |
| Knightsbridge Asset Management, Llc | Buy | +4,750 | — | 4,750 | $235.83K | Q4 2025 | May 15, 2026 |
| Walsh & Associates, Llc | Buy | +165 | — | 165 | $8.19K | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +37,992 | — | 37,992 | $1.89M | Q4 2025 | May 12, 2026 |
| Oak Barrel Wealth Advisory Llc | Buy | +26,970 | — | 26,970 | $1.34M | Q4 2025 | May 07, 2026 |
| Vision Retirement, Llc | Buy | +1,000 | — | 1,000 | $49.65K | Q4 2025 | May 07, 2026 |
| Alpha Zero Llc | Buy | +58,459 | — | 58,459 | $2.90M | Q4 2025 | May 06, 2026 |
| Arcus Capital Partners, Llc | Buy | +6,279 | — | 6,279 | $311.75K | Q4 2025 | May 06, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +228 | +32.9% | 922 | $45.78K | Q4 2025 | Apr 24, 2026 |
| Titiun Yejiel | Buy | +62,500 | — | 62,500 | $3.10M | Q4 2025 | Apr 10, 2026 |
| Red Reef Advisors Llc | Buy | +28,486 | — | 28,486 | $1.41M | Q4 2025 | Apr 08, 2026 |
| Estate Planners Group, Llc | Buy | +136,974 | — | 136,974 | $6.80M | Q4 2025 | Apr 07, 2026 |
| Oasis Advisors, Llc | Buy | +4,063 | — | 4,063 | $201.73K | Q4 2025 | Apr 07, 2026 |
| Msrh, Llc | Buy | +102 | — | 102 | $5.06K | Q4 2025 | Apr 06, 2026 |
| Beacon Financial Group | Buy | +15,121 | — | 15,121 | $750.76K | Q4 2025 | Apr 01, 2026 |
| Hamrick Investment Counsel, Llc | Buy | +140 | — | 140 | $6.95K | Q4 2025 | Apr 01, 2026 |
| Galaxy Digital Capital Management Gp Llc | Sell | -146,573 | -86.1% | 23,650 | $1.17M | Q4 2025 | Mar 24, 2026 |
| Bison Wealth, Llc | Buy | +50,746 | — | 50,746 | $2.02M | Q4 2025 | Mar 24, 2026 |
| J. Derek Lewis & Associates Inc. | Buy | +15,052 | — | 15,052 | $747.33K | Q4 2025 | Mar 23, 2026 |
| Purpose Unlimited Inc. | Buy | +44,625 | — | 44,625 | $2.22M | Q4 2025 | Mar 20, 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.