Bitcoin ETFs Surpass S&P 500 as Institutional Investors Shift Capital
- BlackRock’s IBIT Bitcoin ETF recorded $129M net inflows on Sept 24, 2025, boosting cumulative inflows to $60.78B and AUM to $87.2B. - The fund extended its inflow streak to 19 consecutive days, outperforming its S&P 500 ETF amid Bitcoin’s price rebound above $100,000. - Bitcoin ETFs attracted $887M in September, contrasting with Ethereum ETF outflows, as institutions increasingly view Bitcoin as a strategic asset. - Analysts highlight macroeconomic factors and regulatory clarity as drivers, though risks
BlackRock’s iShares
As of May 2025, BlackRock’s ETF had achieved 19 straight days of inflows—the longest streak of the year—accumulating $1.03 billion in just one trading week. This pattern paralleled Bitcoin’s price rally, which surpassed $90,000 in April and then $100,000 in May, fueled by renewed institutional participation and hopes for clearer U.S. regulations. The fund’s leadership was further highlighted in early September, when it accounted for $887 million in net inflows from September 15 to 19, helping push the total AUM of Bitcoin ETFs to $149.7 billion, or 6.62% of Bitcoin’s total market value.
During this period, BlackRock’s ETF outpaced traditional benchmarks, even exceeding the inflow volume of its own S&P 500 ETF. Bloomberg ETF analyst Eric Balchunas pointed to a “structural shift” in how institutions allocate capital, with Bitcoin increasingly recognized as a core asset class. The surge in iShares Bitcoin Trust inflows was attributed to a mix of macroeconomic influences, such as expectations for Federal Reserve rate reductions, and a rising institutional appetite for digital assets.
The ETF’s results reflect broader market trends, including a growing gap between Bitcoin and
Experts warn that these inflow patterns remain vulnerable to shifts in macroeconomic conditions and regulatory changes. The Federal Reserve’s recent interest rate cut and upcoming inflation reports have added uncertainty, and ongoing concerns about Bitcoin’s scalability and environmental footprint persist. Nevertheless, the ETF’s expansion signals a more mature market, with Bitcoin becoming an increasingly common component in mainstream investment portfolios.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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