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US spot Bitcoin ETFs return to inflows

2026-09-01 05:02

ETFBTCETH

 

US-listed spot Bitcoin exchange-traded funds returned to net inflows on Monday, drawing $216.7 million after a $201.8 million withdrawal on Friday interrupted a nine-session buying streak, according to SoSoValue. The rebound was overwhelmingly concentrated in BlackRock’s iShares Bitcoin Trust, underscoring how heavily the category’s daily direction can depend on a single fund.

BlackRock’s iShares Bitcoin Trust, trading under the ticker IBIT, recorded $205.9 million in net inflows, or roughly 95% of the day’s total additions, according to Farside Investors. The fund’s contribution almost entirely offset the previous session’s category-wide outflows and placed IBIT back at the center of institutional demand for regulated Bitcoin exposure.

Bitcoin traded near $78,700 when the figures were reported, up about 1.5% over the preceding 24 hours. The price gain coincided with the ETF inflows, though daily fund subscriptions and short-term Bitcoin moves do not necessarily establish a direct causal relationship. ETF creations can reflect orders placed earlier, while Bitcoin’s spot market trades continuously across global venues.

BlackRock accounts for nearly all Bitcoin ETF demand

The latest flow data shows a sharp difference between broad-based demand and buying concentrated in the largest fund. Aside from IBIT, only a handful of US spot Bitcoin ETFs attracted modest net inflows on Monday.

Fidelity’s Wise Origin Bitcoin Fund added $6.9 million, while the Bitwise Bitcoin ETF received $4.3 million, Farside Investors reported. Morgan Stanley’s Bitcoin Trust posted $3.6 million in net inflows, and Grayscale’s Bitcoin Mini Trust brought in $9.4 million.

VanEck’s Bitcoin ETF was the only fund in the group to record net redemptions, with $13.4 million leaving the product. The remaining US-listed spot Bitcoin ETFs saw no reported net flows during the session.

Friday’s $201.8 million outflow had ended nine consecutive trading sessions of inflows that collectively exceeded $3 billion, based on SoSoValue data. Monday’s turnaround restores the positive daily flow trend, but the narrower composition of demand differs from a session in which several issuers receive substantial allocations.

That concentration matters for reading the ETF market. Strong headline inflows can support the case that regulated Bitcoin products remain a preferred route for professional and wealth-management clients seeking exposure, yet an IBIT-led session does not show equally strong demand across the entire issuer field. BlackRock’s fund has consistently been one of the largest and most liquid spot Bitcoin ETFs, making it a frequent destination for large allocations.

Ether funds extend their longest recent run

US-listed spot Ether ETFs also continued their inflow streak, adding $87.7 million on Monday and extending their run of positive flows to 11 trading sessions, according to Farside Investors.

BlackRock’s iShares Ethereum Trust led the category with $59.9 million in net inflows. Grayscale’s Ethereum Mini Trust followed with $13.5 million, while Fidelity’s Ethereum Fund added $9.3 million.

The Ether fund figures suggest that demand for exchange-traded crypto exposure has not been limited to Bitcoin during the recent run. Unlike the Bitcoin group, where BlackRock supplied almost all of Monday’s net inflows, the Ether category recorded meaningful additions across multiple funds.

The two product classes serve different market exposures. Spot Bitcoin ETFs hold Bitcoin on behalf of shareholders, while spot Ether ETFs hold Ether. Their flows are therefore often watched as a measure of demand for each asset through US brokerage accounts and registered investment platforms, rather than through direct token purchases.

Eleven straight positive sessions for Ether products also provide a longer window than a one-day flow reversal. Persistent inflows can require issuers and their authorized participants to acquire additional underlying assets as shares are created, although the timing and mechanics of those purchases can vary.

XRP and Solana products maintain positive flow streaks

US-listed XRP ETFs recorded their 10th consecutive session of net inflows, adding $5.64 million on Monday, according to SoSoValue. The products have registered positive net flows in every US trading session since Aug. 18, the data provider said.

US-listed Solana ETFs also reached a 10-session inflow streak, though Monday’s $925,010 in net additions represented a substantial slowdown from the $18.1 million recorded on Friday, according to SoSoValue. It was the smallest daily inflow of the current positive run.

The XRP and Solana figures are small beside the flows into Bitcoin and Ether funds, but the parallel streaks show that demand has recently extended beyond the two largest cryptocurrency ETF categories. The scale remains materially different: BlackRock’s Bitcoin fund alone took in more than 200 times the amount reported for Solana products on Monday.

A slowing Solana inflow does not by itself indicate a reversal. Fund-flow data measures net subscriptions and redemptions rather than a complete view of trading sentiment, derivatives positioning, or on-chain activity. Yet the drop from $18.1 million to less than $1 million demonstrates that consecutive positive sessions can mask substantial day-to-day variation in demand.

Monday’s data leaves US crypto ETFs with simultaneous positive-flow streaks across Bitcoin, Ether, XRP and Solana products, while BlackRock’s funds remain the dominant force in the largest categories. The immediate test will be whether buying broadens beyond a small number of flagship vehicles or remains concentrated in the funds already commanding the greatest share of assets and trading activity.


As Bitcoin ETF inflows accelerate, learn timing strategies in When is the Best Time to Buy Bitcoin.

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