Deep analysis of institutional 13F filing activity and smart money moves
75 insights
MSBT has attracted over $103M in net inflows within its first week, surpassing WisdomTree WBTC ($86M accumulated since January 2024) and marking Morgan Stanley's most successful ETF launch ever. The 0.14% fee fund now has six consecutive days of inflows, while Goldman Sachs filed for a competing Bitcoin income ETF and BlackRock is preparing its own income-focused product.
MSBT reached $103M in AUM in just 8 days, overtaking WisdomTree's 15-month accumulation. The cheapest BTC ETF (0.14% fee) is winning through 16,000 financial advisor distribution, not just price competition.
Institutional investors poured $786M into crypto ETFs between April 10-13, approaching $1B in weekly inflows. For the first time, ETH ETFs outpaced BTC ETFs as Ethereum on-chain activity jumped 41%. Harvard's endowment rotated from BTC to ETH back in February — now the ETF flow data confirms institutional rotation is real.
U.S. spot Bitcoin ETFs recorded $471 million in net inflows on April 6, the largest single-day total since Feb. 25 and the 6th-biggest of 2026. BlackRock IBIT led with $182M, Fidelity FBTC added $147M, and ARKB saw its largest daily inflow since July 2025 at $119M.
The US Department of Labor published a proposed rule to allow crypto in 401(k) retirement plans. With $7.4T in US 401(k) assets, even a 1-2% allocation represents $74-148B in potential Bitcoin demand.
Abu Dhabi's sovereign wealth fund increased its BlackRock IBIT position by 46% to 12.7 million shares (~$600M), marking the first major sovereign wealth fund accumulation of spot Bitcoin ETFs.
March 2026 analysis reveals Bitcoin ETF inflows normalizing, NVDA institutional ownership steady at 68.4%, and early quantum positions being trimmed as institutions consolidate.
BlackRock's iShares Bitcoin Trust (IBIT) shattered ETF growth records, becoming the fastest exchange-traded fund ever to reach both $50 billion and $80 billion in assets under management. IBIT hit $80B in just 374 days — a milestone that took Vanguard's S&P 500 ETF (VOO) nearly five times longer.
Goldman Sachs disclosed a $153.8 million position across four spot XRP ETFs in its Q4 2025 13F filing — making it the largest institutional holder of XRP ETFs with approximately 73% of all reported institutional exposure.
Bitcoin ETF inflows dropped 73% in March to $890M, down from Februarys $3.3B. Institutional ownership remains strong at 67% with average holding period of 127 days.
BlackRock increased its IONQ position by 83.74% to 27.8 million shares (7.8% ownership), signaling strong conviction in quantum computing sector.
U.S. spot Bitcoin ETFs recorded their longest weekly inflow streak of 2026, accumulating ~$2B over 3-4 consecutive weeks while Bitcoin price dropped to a one-year low of $68,424.
In a landmark regulatory clarification, the SEC and CFTC jointly classified 16 major cryptocurrencies including Bitcoin, Ethereum, Solana, and XRP as digital commodities — not securities.
ETH ETFs recorded $131.2M net outflow on March 19 (largest from BlackRock ETHA at -$102M). Meanwhile, NVIDIA secured US/China approval to sell H200 GPUs, with Blackwell Ultra ramping and Rubin on track for 2026.
Bitcoin spot ETFs recorded $1.16B in inflows over 7 consecutive days ending March 17, with BlackRock IBIT leading. Total monthly flows estimated at $2.1B.