Bitcoin ETF Holdings Surge by 124,000 BTC in 3 Months — BlackRock’s IBIT Dominates

Key Highlights

• Bitcoin ETF surges by 124k BTC in 3 months

• A remarkable surge in demand signals growing institutional demand

Bitcoin ETF Inflows Accelerate as BlackRock's IBIT Leads the Charge in 2025

Since early April 2025, spot Bitcoin ETFs (excluding GBTC) have seen a remarkable surge in demand, with total holdings increasing from 932,000 BTC to 1,056,000 BTC, a net inflow of 124,000 BTC over just 87 days.

Trends in Spot Bitcoin ETF Assets Under Management (AUM) show a significant rise from early 2024, with various ETFs contributing to growth, including BlackRock, Fidelity, and Ark Invest. Predicted to reach over 500,000 BTC by mid-2025.

This translates to an average daily addition of 1,430 BTC, a rate that signals deepening institutional interest in Bitcoin, even as Bitcoin is close to its ATH of $112k.

BlackRock’s IBIT Dominates the ETF Landscape

Of all the ETF issuers, BlackRock’s iShares Bitcoin Trust (IBIT) has been the undisputed leader in driving Bitcoin ETFs' growth. IBIT alone accounted for 118,000 BTC of the 124,000 BTC net inflow, growing from 576,000 BTC to 694,000 BTC.

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That’s a staggering average of 1,360 BTC per day flowing into a single fund, underscoring the dominance and trust BlackRock commands in the space.

In contrast, all other spot ETF issuers combined managed to add just 6,000 BTC during the same period, or around 70 BTC per day. This disparity highlights IBIT’s magnetic pull on capital, likely driven by its institutional branding, deep liquidity, and broad distribution reach.

Bitcoin ETF Flows Show No Signs of Slowing

If this current pace of inflows continues, projections suggest that by the end of September 2025, spot Bitcoin ETF holdings (excluding GBTC) could reach 1,184,000 BTC, up another 128,000 BTC from current levels.

Under this scenario, IBIT’s holdings would climb to approximately 817,000 BTC, cementing its position as the core Bitcoin investment vehicle for institutional and retail investors alike.

This scenario assumes continued market appetite and regulatory stability. At the same time, the consistency of daily flows indicates that Bitcoin is becoming a standard allocation in modern investment portfolios.

Bitcoin ETFs Growth Signal Institutional Adoption

The continued growth in ETF inflows, especially at this rat,e sends a strong signal. Thus, institutional confidence in Bitcoin remains resilient, even above the $100,000 price level.

For many investors, ETFs offer a regulated, accessible, and custodial route to Bitcoin exposure without needing to directly interact with crypto wallets or exchanges.

As these ETFs accumulate more supply, they also reduce the circulating liquidity in the open market. This is a major factor that can amplify price movements during bullish periods.

The more BTC moves into long-term ETF custody, the more sensitive the market becomes to new buying pressure.

The Way forward Amid ETFs Buzz

With 124,000 BTC added in less than three months and IBIT alone absorbing nearly all of it, spot Bitcoin ETFs are no longer just a bullish catalyst they're becoming a foundational layer of demand.

If the inflow pace holds, the next few months could see ETFs command over 6% of Bitcoin’s total circulating supply, a milestone that reflects Bitcoin’s maturation as a macro asset class.

The spotlight now turns to whether this momentum can sustain and what happens when ETF demand collides with a tightening BTC supply in the next halving cycle.