Bitcoin ETF Inflows Surge to $4.7B as IBIT Dominates Market

Institutional surge into Bitcoin ETFs reshapes BTC-USD market dynamics

BlackRock’s IBIT dominates ETF landscape with $3.77B in 15-day inflows

Bitcoin ETF inflows have accelerated into a historical streak, with U.S. spot funds posting 15 consecutive days of net capital injection totaling $4.7 billion. The primary driver: BlackRock’s iShares Bitcoin Trust (IBIT), which alone attracted $112.3 million on the final trading day of June and commanded 81% of total inflows during the stretch. IBIT now manages $74.89 billion in assets, having absorbed $3.77 billion in just the past two weeks — a staggering concentration of institutional conviction.

ETF asset scale hits new highs as Bitcoin price hovers near $106,700

Despite the massive inflows, BTC-USD has stalled just below its all-time high, correcting from $108,000 to $106,707. This divergence between ETF demand and spot price action suggests structural friction — namely, profit-taking from long-term holders and macro hesitations around risk-on allocations. Yet ETF totals tell a different story: U.S. spot Bitcoin ETFs now hold $134.11 billion in net assets, or 6.27% of Bitcoin’s market cap. This is not a side bet. It is a systemic financial integration.

IBIT’s lead widens as ARK and Grayscale lose momentum

While BlackRock added over 118,000 BTC, competitors lost traction. The ARKB ETF posted a $10.2 million outflow on the same day IBIT pulled in 11x that. Grayscale’s GBTC and Mini Trust funds, once dominant, saw modest redemptions totaling $12.6 million, further cementing a clear leader-follower gap. Among gainers: Fidelity’s FBTC took in $504 million, ARKB managed $268 million, and Bitwise’s BITB added $74 million — all within the last week of June.

June’s breakout week: $2.22B inflows, led by institutional giants

The week of June 24–28 recorded one of the highest inflow surges in 2025, totaling $2.22 billion. Notably, Tuesday, June 24 alone brought in $588.5 million — part of a five-day green streak for all major Bitcoin ETF tickers. BlackRock’s IBIT led with $1.31 billion, while Fidelity, Ark, and Bitwise collectively added another $847 million. Even smaller players like Valkyrie’s BRRR ($1.5M), VanEck’s HODL ($21.1M), and Invesco’s BTCO ($9.9M) contributed to the rally.

Ethereum ETFs join the surge with highest inflows since August 2024

While Bitcoin dominated headlines, Ethereum ETFs quietly gained momentum. The last week of June saw $283.4 million in ETH ETF inflows — the 7th straight week of gains. BlackRock’s ETHA led with $232.9 million, followed by Fidelity’s FETH at $67.4 million, and smaller adds from Bitwise’s ETHW, VanEck’s ETHV, and 21Shares’ CETH. Grayscale’s outflows of $25.3 million were the only red prints for the ETH complex.

BTC accumulation patterns signal medium-term breakout potential

While ETF-driven buying has been robust, traditional on-chain activity paints a more mixed picture. Bitcoin transfer volume on-chain dropped to $52 billion — its lowest weekend level in months. However, this lull is juxtaposed against a supply shift: long-term holders have released 240,000 BTC back into circulation over three months, a trend now slowing. Exchange flows have collapsed to multi-year lows, signaling reduced sell pressure ahead.

ETF-driven demand dwarfs miner supply and LTH profit-taking

Cumulative ETF purchases have climbed from 527,000 BTC to over 630,000 BTC in the last quarter — a net gain of more than 100,000 BTC. This buying far outpaces miner issuance and offsets most long-term holder outflows. Funds like Valkyrie’s BRRR rose 3% last week, confirming the pricing resilience that ETFs now inject into the BTC-USD market structure.

Price ceiling remains intact near $110K as leverage unwinds

Despite bullish fund flows, BTC-USD has not broken through the $110,000 psychological ceiling. Analysts attribute this to a mix of leveraged position resets, macro caution, and the exhaustion of short-term momentum traders. Still, technical models suggest a potential liquidation trigger near $112K that could drive spot toward $140,000 if breached — especially given the ETF-driven float constriction.

BTC-USD is a Buy — ETFs reinforce institutional floor and upside optionality

Bitcoin’s stagnation below all-time highs contrasts sharply with ETF conviction. With nearly $13 billion in net inflows since April, and BlackRock commanding over 3% of all Bitcoin in circulation, structural accumulation continues despite short-term hesitations. Medium-term price pressure is likely upward. Verdict: BTC-USD is a Buy.

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