Overview
- U.S. spot Bitcoin ETFs collected about $2.4 billion during the week ending Sept. 25, pushing year‑to‑date flows back into positive territory at roughly $800 million to $934 million after a mid‑2026 deficit.
- BlackRock’s IBIT led the rebound with roughly $1.16–$1.2 billion of the weekly intake, with Fidelity’s FBTC, ARK 21Shares’ ARKB and Morgan Stanley’s MSBT also recording large contributions.
- Ether products reversed prior withdrawals with about $690 million of inflows that week, taking 2026 net additions for ether ETFs to roughly $1.6 billion.
- U.S. spot Solana ETFs posted a record weekly inflow near $188 million, led by Bitwise’s BSOL which captured about two‑thirds of that total as all seven Solana funds attracted new money.
- Analysts note the timing overlaps the Treasury’s Aug. 19 expansion of long‑dated buybacks, which some measure as roughly $5.3 billion of ETF inflows since the announcement, but reporting stresses this is correlation and not proof of causation and that flows remain sensitive to yields, Fed policy and price swings.