Bitcoin ETFs Surpass $70B as Institutions Flow In, IBIT Leads
- Spot Bitcoin ETFs hit over $70B in inflows, showing fast institutional and retail growth.
- BlackRock’s IBIT holds over 800K BTC, nearing $100B AUM and leading all BTC ETF issuers.
- Coinbase Premium is positive for 42 days, showing consistent institutional buying strength.
Spot Bitcoin exchange-traded funds (ETFs) have now attracted over $70B in total inflows, a record milestone for institutional adoption. The surge, seen between March 2024 and September 2025, shows how rapidly traditional finance has entered Bitcoin exposure. This follows months of consistent inflows that have strengthened Bitcoin’s position in mainstream investment portfolios.
BlackRock’s IBIT ETF Dominates Industry Growth
BlackRock’s spot Bitcoin ETF, IBIT, has surpassed 800,000 BTC in assets under management, reaching approximately $98 billion, according to recent disclosures. This makes IBIT the fastest ETF in history to approach the $100 billion mark.
For comparison, Michael Saylor’s Strategy currently holds 640,031 BTC, worth around $78 billion. BlackRock’s position has now overtaken that figure, reflecting growing institutional allocation through ETFs rather than direct holdings. According to Lookonchain, the fund’s latest data shows BlackRock managing 802,198 BTC alongside 4,083,486 ETH across its Ethereum ETF products.
ETF expert Nate Geraci highlighted the competitive gap among issuers, noting that “six of the top eight ETF providers still have no spot crypto ETF presence.” He named Vanguard, State Street, Schwab, JPMorgan, Dimensional, and First Trust as absent players, while iShares and Invesco currently lead the market. Geraci described it as “wild how top issuers basically ceded the category to BlackRock.”
Coinbase Premium and Buying Pressure Rising
CryptoQuant reported that Bitcoin ETF inflows surged by $5.76 billion in the past 30 days, the largest monthly increase since early 2025. On October 6, spot Bitcoin ETFs recorded a $1.09 billion single-day inflow, the highest since February 14, 2025. The data also revealed that Coinbase is handling most ETF-related purchases.
The Coinbase Premium Index, which measures how much more people are paying for Bitcoin on Coinbase compared to other platforms, has stayed positive for 42 days in a row. This premium, often above $100, shows steady buying activity from U.S. traders. CryptoQuant added that total 2025 inflows, at $25.94 billion, already exceed the $17.8 billion recorded in 2024.
Related: Bitcoin ETFs See $902M Outflows on Quarter-End Rebalancing
Institutional Flows Accelerate ETF Momentum
Bitcoin ETFs are still pulling in fresh money, and the steady inflows show more big investors are getting involved. This rise in buying comes as confidence slowly returns to financial markets and liquidity improves across the U.S., giving institutions more room to deploy capital.
Analysts say the ongoing demand from ETFs is helping keep the spot market more stable. That stability is boosting confidence among larger holders, who see the consistent buying as support for a longer-term bullish setup rather than a short-term spike.
Interest isn’t limited to the U.S. anymore. Overseas markets are also starting to pay closer attention to spot Bitcoin ETF products, and some regions are seeing early signs of adoption from asset managers and private funds.
Meanwhile, Bitcoin ETF inflows crossing $70B indicate an ongoing institutional change toward regulated crypto exposure. With BlackRock leading the charge and Coinbase facilitating strong buying activity, ETFs are now crucial to Bitcoin growth. The sustained inflow momentum suggests growing investor confidence as institutions deepen participation through spot ETF markets.
