BlackRock’s IBIT Ranks Among 2025’s Top ETFs Despite Bitcoin Weakness
The post BlackRock’s IBIT Ranks Among 2025’s Top ETFs Despite Bitcoin Weakness appeared on BitcoinEthereumNews.com.
Bitcoin Bitcoin’s ETF market is sending an unexpected signal in 2025. While price action has struggled to impress, capital keeps flowing in at a pace that rivals the strongest years of the past cycle. At the center of this contradiction sits IBIT, BlackRock’s spot Bitcoin ETF, which has become a magnet for long-term capital despite delivering negative returns over the year. Key takeaways BlackRock’s IBIT attracted massive inflows in 2025 even while delivering negative returns, signaling a shift toward long-term positioning. Investor demand now appears driven more by exposure and allocation than short-term price performance. Bitcoin ETFs are increasingly competing with gold as structural portfolio assets rather than speculative trades. Capital Flows Tell a Very Different Story Than Price Measured purely by performance, IBIT does not stand out. Measured by investor commitment, it does. The fund has absorbed more than $25 billion in fresh capital this year, placing it among the most successful ETFs of 2025 by inflows alone. What makes this remarkable is not the ranking itself, but the context: IBIT is the only ETF near the top of the leaderboard that is underwater on the year. $IBIT is the only ETF on the 2025 Flow Leaderboard with a negative return for the year. CT’s knee-jerk reaction is to whine about the return but the real takeaway is that is was 6th place DESPITE the negative return (Boomers putting on a HODL clinic). Even took in more than $GLD… pic.twitter.com/68uq3HFRuO — Eric Balchunas (@EricBalchunas) December 19, 2025 According to Eric Balchunas, this divergence exposes a growing disconnect between price returns and investor behavior. Rather than reacting to short-term drawdowns, buyers appear focused on exposure, scale, and long-term positioning. In other words, demand is no longer behaving like a trade. Bitcoin ETFs Are Competing With Gold, Not Momentum Trades Perhaps…
Filed under: News - @ December 20, 2025 9:24 am