BlackRock vs. The Pack: Who Will Dominate the $50B Bitcoin ETF Bloodbath in 2025?

The Bitcoin ETF arms race just went nuclear. With BlackRock's IBIT sucking up 70% of inflows since January, rivals are scrambling to carve their slice of institutional demand. But can Larry Fink's juggernaut maintain its grip as regulatory hurdles crumble?

Wall Street's Latest Gold Rush

Asset managers are treating bitcoin ETFs like their personal lottery tickets—throwing millions at Super Bowl ads while quietly slashing fees to zero. Because nothing says 'sound investment strategy' like a race to the bottom on profitability.

The Institutional Endgame

Pension funds are dipping toes in, hedge funds are building positions, and your dentist will probably start accepting BTC by Q3. The real question isn't if bitcoin goes mainstream—it's which financial giant will control the plumbing.

As the SEC watches from the sidelines (between golf outings), one thing's clear: the smart money isn't betting on bitcoin's future—it's betting on your FOMO.

TLDR

• The BlackRock Bitcoin ETF added 4,134 BTC on Tuesday, taking its total holdings near 700,000 BTC.
• IBIT saw $436 million in net inflows in one day, leading all spot Bitcoin ETFs in the market.
• The ETF’s share price jumped 2.5 percent and moved back above the crucial $60 level.
• BlackRock Bitcoin ETF has now recorded 11 consecutive days of inflows totaling $3 billion.
• The ETF has attracted $14 billion in new capital in 2025, ranking fourth in year-to-date inflows.

Net inflows into spot Bitcoin ETFs climbed sharply on Tuesday, with BlackRock Bitcoin ETF (IBIT) leading the charge once again. IBIT recorded $436 million in inflows, acquiring 4,134 Bitcoins and lifting its total holdings near 700,000 BTC. The ETF also surged 2.5%, pushing its share price above the $60 level.

Investor interest remained strong despite market volatility, geopolitical tensions, and a drop in daily trading volume. Bitcoin price rose over 1.5% to $106,300, even though trade volume declined 27% to $47 billion. However, IBIT’s consistent inflows showed continued confidence among large-scale buyers and institutions.

With 11 straight days of inflows, IBIT extended its positive streak and further strengthened its position in the ETF sector.

BlackRock Bitcoin ETF Hits New Milestone

The BlackRock bitcoin ETF now holds 685,584 BTC, according to data from its official site as of Tuesday’s close. Net assets under management have reached $72.3 billion, supported by growing institutional interest. Inflows since the beginning of 2025 now stand at $14 billion.

IBIT surpassed the SPDR Portfolio S&P 500 ETF on the year-to-date FLOW leaderboard, moving to fourth place overall. It has also ranked fifth in three-year flows, despite only being active for 1.5 years. This growth highlights IBIT’s rapid expansion and investor demand across multiple trading periods.

Over the past 11 sessions, IBIT alone attracted $3 billion, maintaining its lead over competing Bitcoin investment products. The BlackRock Bitcoin ETF continues to build its momentum even amid broader market uncertainties and rising macroeconomic pressures.

Fidelity and ARK Also Record Gains

Fidelity’s FBTC ranked second among spot Bitcoin ETFs on Tuesday with $85.2 million in net inflows. ARK Invest’s ARKB followed with $43 million, contributing to total daily net inflows of $588 million. These numbers reflect ongoing demand for regulated Bitcoin exposure through exchange-traded funds.

Cumulative inflows into spot Bitcoin ETFs since inception have now surpassed $47.5 billion across providers. Market participants continue to increase allocations despite declining daily trading activity. Together, BlackRock Bitcoin ETF and other major players demonstrate a durable appetite for Bitcoin investment vehicles.

Michael Saylor of MicroStrategy expects IBIT to dominate inflows in 2025. Additionally, over 400,000 BTC have been acquired this year by funds, corporations, and sovereign entities. This accounts for nearly 2% of total Bitcoin supply, confirming rising institutional control in the space.