Tags
#IBIT

UBS's IBIT Call Options Surge 24x, But the Numbers Don't Actually Tell the Whole Story
UBS's Q2 13F filing shows its Bitcoin ETF IBIT call option position exploding from 80,000 to 1.95 million shares, with direct holdings growing in tandem while put options got cut in half. The numbers look impressive, but without strike prices or expiration dates, the actual direction remains unconfirmed.

Harvard Stays Put: No Change to IBIT Stake This Quarter After 43% Cut
Harvard held its IBIT position steady in Q2, continuing a wait-and-see stance after slashing its holdings by 43% the previous quarter. Meanwhile, two Abu Dhabi sovereign wealth funds holding a combined 22.9 million IBIT shares also made no moves during the same period.

Bitcoin ETFs Pull In $853M in a Week — But Nearly 80% Came From BlackRock Alone
Spot bitcoin ETFs posted their biggest weekly net inflow since mid-April in the week ending August 7, with BlackRock's IBIT alone accounting for $693 million. The flows are highly concentrated, and year-to-date, the category is still sitting on a net outflow of $4.5 billion.