Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Bitcoin Trust (IBIT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: IBIT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.37% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 45577587 | Beta - | 52 Weeks Range 28.23 - 61.75 | Updated Date 04/1/2025 |
52 Weeks Range 28.23 - 61.75 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares Bitcoin Trust
ETF Overview
Overview
iShares Bitcoin Trust (IBIT) is designed to provide exposure to the price of Bitcoin. It aims to reflect the performance of the price of bitcoin, less the expenses of the Trustu2019s operations. The trust holds bitcoin and values its shares daily based on the prevailing bitcoin price.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and extensive track record.
Management Expertise
BlackRock has a dedicated team experienced in managing ETFs and digital assets, ensuring competent operation of the trust.
Investment Objective
Goal
To reflect the performance of the price of bitcoin, less the expenses of the Trustu2019s operations.
Investment Approach and Strategy
Strategy: The ETF aims to track the price of Bitcoin, and the investment strategy involves holding Bitcoin.
Composition The ETF holds Bitcoin.
Market Position
Market Share: IBIT is a major player in the spot Bitcoin ETF market and accounts for a significant portion of the total assets under management (AUM).
Total Net Assets (AUM): 19660000000
Competitors
Key Competitors
- GBTC
- FBTC
- ARKB
- BITB
Competitive Landscape
The spot Bitcoin ETF market is highly competitive, with several major players vying for market share. IBIT benefits from BlackRock's brand recognition and distribution network. Competitors like GBTC (Grayscale Bitcoin Trust) have a longer track record but higher fees. The advantages of IBIT are the established Blackrock reputation, its lower expense ratio, and larger AUM. Disadvantages include being relatively new to the market.
Financial Performance
Historical Performance: Since its inception, IBIT's performance has closely tracked the price of Bitcoin. Performance data to be captured since inception.
Benchmark Comparison: The benchmark for IBIT is the price of Bitcoin. IBIT aims to replicate this performance, net of expenses.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
IBIT exhibits high liquidity with a substantial average daily trading volume, facilitating ease of buying and selling shares.
Bid-Ask Spread
IBIT demonstrates a tight bid-ask spread, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
IBIT is affected by cryptocurrency market sentiment, regulatory developments, macroeconomic factors, and technological advancements in the blockchain space.
Growth Trajectory
IBIT's growth depends on the increasing adoption of Bitcoin as an investment asset and the overall demand for cryptocurrency exposure among institutional and retail investors. Strategy and holdings remain centered around Bitcoin prices.
Moat and Competitive Advantages
Competitive Edge
IBIT's competitive edge lies in BlackRock's established brand, substantial AUM, and distribution network, which is a major factor in attracting investors. Additionally, IBIT has one of the lowest expense ratios among spot Bitcoin ETFs. BlackRock's expertise in managing ETFs and navigating regulatory landscapes further strengthens IBIT's position. These advantages position IBIT favorably in the increasingly competitive market for Bitcoin ETFs.
Risk Analysis
Volatility
IBIT is subject to the high volatility inherent in Bitcoin prices, which can result in significant fluctuations in the ETF's value.
Market Risk
The primary market risk for IBIT is the price volatility of Bitcoin, which is affected by regulatory changes, market sentiment, technological advancements, and macroeconomic factors.
Investor Profile
Ideal Investor Profile
The ideal investor for IBIT is someone seeking exposure to Bitcoin's price movements without directly holding the cryptocurrency. This includes both retail and institutional investors.
Market Risk
IBIT is suitable for investors with a moderate to high-risk tolerance who are looking for long-term exposure to Bitcoin and who understand the risks associated with investing in cryptocurrencies. Can be used by active traders as well.
Summary
iShares Bitcoin Trust (IBIT) offers investors a convenient way to gain exposure to Bitcoin's price movements through a traditional ETF structure. Backed by BlackRock's expertise and significant assets under management, IBIT provides a regulated and easily accessible investment vehicle. The ETF is designed to mirror the performance of Bitcoin, less expenses, making it an attractive option for both retail and institutional investors. However, investors should be aware of the volatility and market risks associated with Bitcoin and consider their risk tolerance before investing. With a competitive expense ratio, IBIT aims to be a leading choice for those seeking Bitcoin exposure within a diversified portfolio.
Similar Companies
- BITO
- BTF
- GBTC
- FBTC
- ARKB
- BITB
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- SEC Filings
- CoinMarketCap
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investing in ETFs, including cryptocurrency-based ETFs, involves risk, including the potential loss of principal. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Bitcoin Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The shares are intended to constitute a simple means of making an investment similar to an investment in bitcoin rather than by acquiring, holding and trading bitcoin directly on a peer-to-peer or other basis or via a digital asset exchange.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.