BlackRock’s Bitcoin ETF Faces Withdrawals but Remains Confident

BlackRock’s Bitcoin ETF faces November outflows but shows strong long-term investor confidence amid recent gains and positive inflows.

  • BlackRock’s spot Bitcoin exchange-traded fund (ETF) saw significant outflows in November but maintains confidence in the product’s long-term potential.
  • The combined assets of BlackRock’s Bitcoin ETFs in the U.S. and Brazil nearly reached $100 billion at their peak.
  • Investors in BlackRock’s Bitcoin ETF have regained about $3.2 billion in cumulative gains after Bitcoin’s recent price recovery.
  • After weeks of withdrawals, Bitcoin and Ether ETFs posted positive inflows in the latest weekly data.

In November, BlackRock’s U.S.-listed spot Bitcoin ETF, IBIT, experienced heavy withdrawals totaling approximately $2.34 billion, driven largely by two significant outflows on November 14 and 18, amounting to about $1 billion combined. Despite this, BlackRock remains optimistic about the product’s future, highlighting that ETFs allow investors to manage capital flow efficiently and that outflows are a normal part of market dynamics, as mentioned by business development director Cristiano Castro in São Paulo at the Blockchain Conference 2025, according to Castro’s comments.

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Castro further noted that the demand earlier in the cycle was impressive, with the combined assets of IBIT listings in the U.S. and Brazil coming close to $100 billion at their peak. Following Bitcoin’s increase above $90,000 recently, investors in BlackRock’s IBIT have seen a cumulative profit recovery of about $3.2 billion, reversing prior losses during Bitcoin’s earlier decline. The peak combined profits for IBIT and the Ether ETF reached nearly $40 billion in early October before dropping to $630 million last week, indicating that most positions were near breakeven before the recent rally.

Spot Bitcoin ETFs ended a streak of four consecutive weeks of net outflows with a $70 million weekly inflow, partially recouping the $4.35 billion lost during November. Similarly, spot Ether (ETH) ETFs reversed three weeks of withdrawals by posting $312.6 million in inflows in the latest week.

IBIT’s performance over the past month can be tracked in detail here.

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