- BlackRock increases Bitcoin holdings by 38.4% in Q2 2025
- Total IBIT shares raised to 1,000,808, representing 0.4% of $17.1B AUM
- Allocation switch from Ethereum to Bitcoin involved $440 million
- Firms like Fidelity and Invesco consider expanding crypto ETFs
BlackRock Inc. raised its Bitcoin exposure by 38.4% in Q2 2025, increasing holdings in its Global Allocation Fund, as confirmed by SEC filings.
The shift signifies continued institutional Bitcoin adoption, prompting a 5.2% BTC price increase, reflecting broader portfolio diversification strategies.
Impact on Market
Larry Fink, BlackRock’s CEO, and CIO Greg Jensen are leading this change. Their actions have raised the total IBIT shares to 1,000,808, accounting for 0.4% of the fund’s $17.1B AUM. As Larry Fink stated, “We believe these digital assets can play a role as a small allocation in diversified portfolios.”
Following this announcement, Bitcoin’s price increased by 5.2%, reflecting BlackRock’s clout in the market. The firm’s decision marks a significant shift from Ethereum to Bitcoin investments. This allocation switch saw $440 million moved from Ethereum to Bitcoin, indicating a strategic adjustment. BlackRock now has over $5.4 billion in Bitcoin-related investments.
Institutional Trends
Peer firms like Fidelity and Invesco also consider expanding their crypto ETFs, showing a broader trend. The increased regulatory clarity supports these institutional actions and provides a positive market outlook.
BlackRock’s history shows, their initial Bitcoin ETF launch marked a shift towards institutional interest. Market responses to large allocations often include increased BTC trading volume and price hikes.
The $440 million rotation from ETH to BTC indicates a significant institutional sentiment shift driven by regulatory clarity and yield opportunities. This trend shows no sign of slowing, and the increased regulatory clarity supports these institutional actions, providing a positive market outlook.
