Barclays раскрыла значительное увеличение своей доли в iShares Bitcoin Trust от BlackRock (IBIT) в последнем отчёте Form 13F, удерживая 3,94 млн акций стоимостью примерно $187 млн по состоянию на 30 сентября. Эта позиция представляет рост на 48 % по сравнению с 2,66 млн акций, заявленных к концу июня, согласно данным, предоставленным Cointelegraph.

BTC / USD
Источник: CoinGecko. Цены ориентировочные.

Banks Expand Spot Bitcoin ETF Exposure

Barclays' move mirrors a broader trend among major banks. Bitwise data shows bank holdings of spot Bitcoin ETFs rose to $258 million, or 4.9% of all reported positions, in the third quarter, up from $107 million (3.2%) in the prior quarter. Citigroup also added a new $119 million position in the Fidelity Wise Origin Bitcoin Fund and increased its IBIT stake by 50% to about 521,000 shares.

Institutional Landscape Shifts

Investment advisers remain the dominant owners, accounting for $3.5 billion (66.6%) of reported spot Bitcoin ETF assets, while banks’ share of the market is growing. The combined value of institutional spot Bitcoin ETF holdings climbed to $5.25 billion in Q3 from $3.35 billion in Q2, reflecting both higher share counts and a 41% price rise in IBIT during the quarter, according to PrimeXBT’s Jonatan Randin.

What to Watch Next

The filing deadline for the remaining institutional investors, including JPMorgan, Wells Fargo and hedge funds such as Millennium and Schonfeld, is approaching, and their disclosures could further clarify the extent of bank participation. Additionally, analysts note that the $187 million valuation reflects Bitcoin’s price rally in Q3; any subsequent price correction could affect the dollar value of these holdings. Monitoring net inflows and outflows for U.S. spot Bitcoin ETFs in the coming weeks will indicate whether the recent bank interest translates into sustained capital inflows.

FAQ

What does the increase in Barclays' Bitcoin ETF stake indicate?

It suggests banks are becoming more comfortable recommending spot Bitcoin ETFs to clients, expanding institutional exposure.

When are the remaining institutional investors required to file their Q3 holdings?

All institutional investment managers must submit their third‑quarter Form 13F filings by the upcoming Monday deadline.