BlackRock's IBIT Records $366.2 Million Bitcoin Inflow Amid Institutional Rotation

BlackRock's iShares Bitcoin Trust (IBIT) experienced a significant net inflow of $366.2 million on September 11, 2025, signaling a renewed institutional interest in Bitcoin. This substantial capital injection contributed to a broader surge in U.S. spot Bitcoin Exchange-Traded Funds (ETFs), which collectively saw over $550 million in daily inflows, marking a notable shift in investment trends within the cryptocurrency market. The move highlights a strategic rotation of capital by institutional investors, particularly from Ethereum to Bitcoin, as reported by various financial data platforms.

The $366.2 million inflow into IBIT positioned it as the leading performer among spot Bitcoin ETFs for the day, with Fidelity's FBTC following with $134.7 million and Bitwise's BITB attracting $40.4 million. This activity is part of a four-day streak of positive inflows for Bitcoin ETFs, accumulating approximately $1.7 billion, which reverses a period of outflows observed at the end of August. Concurrently, BlackRock's iShares Ethereum Trust (ETHA) recorded net outflows of $17.39 million, indicating a strategic rebalancing of digital asset exposure by the asset manager.

The renewed demand for Bitcoin ETFs has coincided with a notable increase in Bitcoin's price, which traded around $116,610 as of September 12, up nearly 1.9% in 24 hours. Analysts suggest that ETF activity has become a primary driver of price discovery since the U.S. Securities and Exchange Commission approved spot Bitcoin ETFs in early 2024. Total assets under management for U.S. spot Bitcoin ETFs have swelled to nearly $150 billion, holding approximately 1.29 million BTC, or about 7% of Bitcoin's total supply.

Macroeconomic factors are also playing a role in this institutional pivot, with softer-than-expected inflation data and a weakening jobs market increasing expectations for a Federal Reserve interest rate cut. Vincent Liu, CIO at Kronos Research, noted that "continued ETF inflows could push BTC past ATH," suggesting that lower rates historically support risk assets like Bitcoin. Investors are closely watching the upcoming Federal Open Market Committee meeting, with a high probability of a 25 basis point rate cut anticipated.

The consistent inflows underscore the growing institutionalization of Bitcoin as a legitimate asset class. BlackRock, the world's largest asset manager, has been a significant player in this trend, with IBIT alone holding over 746,000 BTC. This ongoing accumulation by ETFs is tightening Bitcoin's liquidity and supply, amplifying price movements during periods of high demand and solidifying its position within traditional investment portfolios.