IBIT and FBTC are taking most of the meaningful spot bitcoin ETF flow in 2026, including more than 90% of the $840.6M net inflow day on Jan. 14 and roughly two-thirds of the $663.9M inflow day on Apr. 17. That concentration is happening while BTC is down about 29% YTD and the broader ETF complex has seen waves of redemptions, making BlackRock and Fidelity the default liquidity rails rather than just two issuers among a dozen. Smaller funds like EZBC, HODL, BRRR, BTCW, BITB, and ARKB are now mostly marginal to sector-wide flows.

TLDR by @Benthic

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