Overview
- A multi‑day inflow streak that produced about $2.84 billion across six sessions and roughly $2.4 billion in the week ending Sept. 25 pushed year‑to‑date ETF flows back into modest positive territory for 2026.
- BlackRock’s IBIT and Fidelity’s FBTC led the recent subscriptions with roughly $1.2 billion and $700–702 million respectively, while ARK/21Shares and Morgan Stanley also recorded notable weekly gains.
- Ether and Solana ETFs registered material inflows during the same period, with Ether adding about $690 million for the week and Solana posting a record single‑day intake that lifted its weekly total to about $188 million.
- Market observers link much of the buying to the U.S. Treasury’s decision to expand long‑dated bond buybacks in September, though commentators caution this timing does not prove a direct causal link.
- Despite the rebound, the roughly $0.8–0.93 billion YTD inflow is small versus the $35.2 billion and $21.4 billion seen in 2024 and 2025, and fund flows remain volatile so further rate or policy moves could quickly reverse the trend.