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U.S. Crypto ETFs Rebound to Start 2026, Bitcoin Funds Pull In $471 Million

Flows now look two‑way, with fresh buying following record year‑end redemptions that left major funds with notable AUM declines.

Overview

  • Spot Bitcoin ETFs recorded about $471 million in net inflows on Jan. 2, led by BlackRock’s IBIT with roughly $287 million, as every fund finished the session positive.
  • Ethereum spot ETFs added about $174 million the same day, marking their first positive week since mid‑December as trading volumes and assets ticked higher.
  • The early‑January bounce followed record year‑end pressure, with U.S. spot Bitcoin ETFs losing $4.57 billion across November and December and ether funds seeing more than $2 billion withdrawn as bitcoin fell about 20%.
  • Farside data show roughly $1.29 billion in net outflows during the Dec. 15–31 holiday window, with IBIT accounting for about half of the total, underscoring timing‑sensitive stress in thin markets.
  • Despite the rebound, IBIT’s assets have dropped about 32% from their peak as analysts frame recent redemptions as institutional rebalancing that can drive volatility, while total Bitcoin ETF AUM stands near $116.95 billion with cumulative net inflows around $57.08 billion.