Institutional Rebalancing Signal: Bitcoin ETF Net Outflow of Nearly $400 Million, BlackRock Increases Holdings Against the Trend

TokenSherpa · 2026-01-17T04:58:15+00:00

The US spot ETF market has shown divergence, with Bitcoin spot ETFs experiencing a net outflow of $394.7 million, and institutional performance varies significantly. BlackRock absorbed $15.1 million, while Fidelity saw an outflow of $205.2 million. Meanwhile, Ethereum spot ETFs attracted $4.7 million, indicating differences among institutions in crypto asset allocation.

TokenSherpa

2026-01-17 04:58:15

Abstract generation in progress

【BlockBeats】The US spot ETF market shows a divergent trend. According to on-chain data tracking agencies, Bitcoin spot ETFs experienced a round of capital adjustment the day before—net outflows reaching $394.7 million. Among institutions, performance varied: BlackRock’s product absorbed $15.1 million in countercyclical inflows, but Fidelity’s Bitcoin product faced outflows of $205.2 million. Bitwise and ARK’s products also saw outflows of $90.4 million and $69.4 million respectively, while Grayscale’s product experienced outflows of $44.8 million.

In contrast, Ethereum spot ETFs showed a net capital inflow, absorbing a total of $4.7 million the day before. BlackRock continued to perform strongly, with inflows of $14.9 million, but Grayscale’s Ethereum product still experienced outflows of $10.2 million.

This divergence among institutional investors not only reflects differing judgments on market prospects among various funds but also hints at large asset management firms adjusting their crypto asset allocation strategies.

BTC-0,12%

ETH0,62%

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gas_fee_therapist

· 12h ago

BlackRock is betting on Ethereum to turn things around, while Bitcoin is instead passing the buck? Something's off... Fidelity's outflow of four billion is really intense. Could it be that institutions are bearish? Grayscale, on the other hand, is running on both sides. Are they trying to liquidate their positions? BlackRock is both absorbing and dumping, I know this routine well. The division among institutions is so obvious... retail investors should just play it safe and copy the strategy. Is the Ethereum ecosystem about to rise? Or is BlackRock just taking over the positions? Fidelity and BlackRock are playing opposite moves. Whoever bets right this round will win big. With so much outflow from Grayscale, is it because they can't raise funds recently or do they really have a negative outlook?

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GasFeeCrier

· 01-17 05:28

Is BlackRock hinting at something with this move? While BTC is flowing out, ETH is flowing in... it feels like they're betting on ETH's comeback.

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PhantomMiner

· 01-17 05:27

BlackRock is still quietly accumulating, as expected, big institutions are stable... In contrast, Fidelity just ran away, whoever is faster gets the gains.

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MEVHunter_9000

· 01-17 05:16

BlackRock, what are they hinting at... Ethereum adoption and Bitcoin adding to their holdings, I feel like there's a different flavor in the air.

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LowCapGemHunter

· 01-17 05:16

BlackRock is going against the trend, while Fidelity is fleeing... This is called institutional divergence. In simple terms, it's still more optimistic about Ethereum.

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ser_aped.eth

· 01-17 05:13

What is BlackRock implying? People are still optimistic about ETH.

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SmartContractPhobia

· 01-17 05:13

BlackRock's move is brilliant—buying in against the trend during BTC outflows, and continuing to add to ETH... Are they setting us up or genuinely optimistic? I'm a bit confused.

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