BlackRock IBIT ETF Set to Hit $100B in July Amid Bitcoin Boom

Key Points

• BlackRock IBIT ETF Set to Hit $100B in July Amid Bitcoin Boom
• Now, BlackRock’s top revenue-generating ETF, beating its S&P 500 fund
• BlackRock holds 717K BTC, closing in on Satoshi Nakamoto’s stash
• IBIT sees consistent positive flows with no outflows in July

BlackRock’s IBIT ETF is on the verge of making financial history. After launching just over a year ago, the fund has now grown to nearly $88 billion in assets, and analysts believe the $100 billion mark could be reached before the end of July.

This isn’t just fast growth. It’s a record-setting run. According to ETF analyst Eric Balchunas, the IBIT ETF is already bringing in more revenue than BlackRock’s famous S&P 500 ETF. It’s now BlackRock’s most profitable ETF, generating $186 million annually.

I wrote last wk that $IBIT could hit $100b this summer, but hell, could be this month. Thx to recent flows + overnight rally it’s already at $88b. At only 1.5yrs old is now 20th biggest in US, 7th biggest for BlackRock (and their #1 most profitable ETF). Un-freaking-believable. pic.twitter.com/r5FLwKSE7j

— Eric Balchunas (@EricBalchunas) July 14, 2025

What’s fueling this explosive rise? Two key factors: institutional interest in Bitcoin exposure and a consistent flow of investor capital. Since June 9, there hasn’t been a single day of net outflows. As of July 14, assets under management stood at $85.96 billion, and the momentum hasn’t slowed down.

BlackRock’s IBIT ETF is essentially acting as the go-to on-ramp for traditional finance players looking to get Bitcoin exposure in a safe, regulated format. With Bitcoin itself showing strength, it’s creating a positive feedback loop: rising BTC prices boost IBIT’s value, which draws in more investors, and that, in turn, pushes BTC higher.

The fund crossed the $80 billion threshold on July 11, just 374 days after launch, making it one of the fastest-growing ETFs in financial history. It’s also now among the top 25 ETFs globally by asset size.

BlackRock’s IBIT ETF net asset value. Source: SoSoValue – Techtoken

This growth comes even as broader market dynamics remain volatile. For instance, the Fed rate cut in July 2025 has helped boost liquidity across markets, possibly encouraging inflows into Bitcoin and ETF products like IBIT.

BlackRock’s Bitcoin Holdings Near Satoshi-Level Status

BlackRock’s IBIT ETF isn’t just winning on paper. Behind the scenes, BlackRock is making massive Bitcoin purchases. Most recently, it acquired 3,294 BTC worth $386 million, pushing its total Bitcoin holdings to a staggering 717,388 BTC, currently valued at $83.86 billion.

To put that into perspective, Bitcoin’s mysterious creator, Satoshi Nakamoto, is believed to hold about 1.1 million BTC. That means BlackRock already holds over 65% of Satoshi’s stash, and at its current pace—adding 40,000 BTC monthly—it could surpass Satoshi by May 2026.

This isn’t just a fun milestone. It signals something deeper: institutional dominance in the Bitcoin space. While retail investors sparked Bitcoin’s early rise, giants like BlackRock are now shaping its future.

The growth of IBIT mirrors Bitcoin’s acceptance into mainstream finance. With reduced volatility and daily trading volumes surging, it’s now almost as stable as the S&P 500, and that’s music to Wall Street’s ears.

While Bitcoin leads the charge, Ethereum isn’t far behind. A surge in U.S. Ethereum ETFs brought in $890 million in inflows in July 2025, reflecting rising confidence in altcoins and diversification strategies by institutions like BlackRock.

JUST IN: BlackRock buys 3,294 BTC worth $386 million. pic.twitter.com/rDMN1LMv1q

— Whale Insider (@WhaleInsider) July 15, 2025

There’s more. BlackRock isn’t just focusing on Bitcoin. The company also snapped up 50,970 ETH worth $150 million, showing its intent to diversify across the crypto space. This aligns with the broader trend seen in the market, where the Ethereum surge is fueling altcoins and expanding investor attention beyond BTC.

BlackRock’s IBIT holdings as of July 11. Source: iShares Bitcoin Trust ETF – Techtoken

What Makes IBIT Different From Other Bitcoin ETFs?

There are already several Bitcoin ETFs in the market, but BlackRock’s IBIT ETF stands apart. One key factor is trust and reputation. BlackRock is the world’s largest asset manager, and that carries serious weight for institutional investors. For many firms, if they’re going to dip a toe into crypto, they’d rather do it with a trusted name.

Another reason is the ETF’s performance and structure. IBIT operates with relatively low fees, offers high liquidity, and tracks Bitcoin with precision. Unlike some of its competitors, it has shown consistent growth with minimal volatility, making it attractive for both long-term holders and institutional strategies.

BlackRock holds 700k btc now, and is 62% of the way there to passing Satoshi as world’s largest single holder of bitcoin (ETFs as gp already there). IBIT has gobbled up 40k btc a month (or 1.3k/day) on pace to hit 1.2m in May ’26 (not bad for 2yr old infant) h/t @EdmondsonShaun pic.twitter.com/hwpHExznF7

— Eric Balchunas (@EricBalchunas) July 8, 2025

Add to that BlackRock’s active BTC accumulation strategy, and IBIT becomes not just a passive fund but a market-moving force. Its growing size directly affects Bitcoin’s price and market liquidity. Its daily trading volume has now become a signal in itself, used by analysts to track broader market sentiment.

Competitors like MicroStrategy are also feeling the pressure. The firm recently made headlines for its aggressive BTC buys, but some are raising red flags about MicroStrategy’s growing Bitcoin risk, especially as IBIT offers a more regulated path for large-scale exposure.

Meanwhile, not all market signals are positive. Stablecoin instability—like the USDF depegging to 94 cents—continues to worry investors, adding urgency to institutional bets on safer, SEC-approved instruments like IBIT.

With other ETFs still lagging far behind in both size and inflows, IBIT has managed to position itself as the dominant leader in the Bitcoin ETF race. Its fast climb isn’t just a success story—it’s reshaping how Wall Street views crypto exposure.