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BlackRock elevates Bitcoin ETF to core investment theme

Written by Brie CarterPublished Dec. 23 2025Last Updated Dec. 23 2025

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BlackRock has identified its spot Bitcoin exchange-traded fund as one of its three most important investment themes heading into 2026.

The world’s largest asset manager placed its iShares Bitcoin Trust ETF alongside Treasury bills and major US technology stocks.

BlackRock highlighted the fund on its homepage, signalling growing confidence in Bitcoin’s role within diversified portfolios.

The asset manager oversees approximately $13.5 trillion in assets globally.

BlackRock grouped IBIT with an ETF tracking short-term Treasury bills and another tied to the so-called Magnificent Seven tech stocks.

Those technology firms include:

IBIT has attracted more than $25 billion in net inflows so far this year.

The fund ranks sixth among all exchange-traded funds by inflows in 2025.

This performance comes despite IBIT posting a negative return for the year to date.

Bitcoin has fallen roughly 30% from its October peak.

Nate Geraci said BlackRock’s positioning shows confidence despite recent market weakness.

BlackRock naming IBIT signals the firm isn’t fazed by Bitcoin’s drawdown.

Nate Geraci said.

Bloomberg ETF analyst Eric Balchunas also pointed to the scale of inflows.

If the ETF can do $25 billion in a bad year, imagine the flow potential in a good year.

Eric Balchunas said.

IBIT attracted approximately $37 billion in inflows during 2024.

Total inflows since the fund’s launch now stand at about $62.5 billion.

The fund’s inflows exceed those of its nearest competitor by more than five times.

Fidelity’s Wise Origin Bitcoin Fund trails IBIT by a wide margin.

BlackRock has also filed to register a Bitcoin Premium Income ETF.

The proposed product would sell covered call options on Bitcoin futures to generate yield.

BlackRock’s Ethereum products have also gained traction this year.

The iShares Ethereum Trust ETF has attracted more than $9.1 billion in inflows in 2025.

Total inflows into the Ethereum fund now approach $12.7 billion.

BlackRock has filed for an iShares Staked Ethereum ETF to expand its crypto offerings.

The firm has avoided launching ETFs tied to smaller altcoins.

Other asset managers have introduced products linked to alternative cryptocurrencies.

At the time of reporting, Bitcoin price was $87,940.41.