U.S. Spot Bitcoin ETFs Pull In Nearly $1 B in a Single Day

U.S. spot Bitcoin exchange‑traded funds (ETFs) recorded a net inflow of $998.95 million on Monday, the largest single‑day intake since October 2025. The surge follows a week that saw the smallest weekly net inflow on record for the sector.

Top Performing Funds

• BlackRock’s IBIT attracted $381.37 million.
• Ark & 21Shares’ ARKB added $289.12 million.
• Fidelity’s FBTC contributed $238.84 million.
• Morgan Stanley’s MSBT brought in $61.67 million.
• Bitwise’s BITB recorded $21.56 million.

Grayscale’s two funds each logged single‑digit‑million inflows, while VanEck’s HODL and Valkyrie’s BRRR reported no new inflows.

Impact on Average ETF Holders

Bitcoin’s price rose above an estimated ETF cost basis of $81,722 per coin, putting the average holder of a U.S. spot Bitcoin fund back in profit for the first time since January. At the time of reporting, Bitcoin was trading near $85,900, roughly 5 % above that threshold.

Trading Volume and Market Context

The ETFs turned over about $4.5 billion on Monday, slightly below the $4.6 billion traded on the previous Friday. Cumulative net inflows since the funds’ launch now total $56.16 billion, and the assets under management stand at $110.14 billion, representing roughly 6.30 % of Bitcoin’s market capitalization.

Analyst Commentary

Analysts noted that the large single‑day inflow likely reflects buying that occurred on the prior trading day, and that the average holder’s move into profit may influence future institutional demand. They also highlighted that the inflow volume, while sizable, was modest relative to the price move and comparable to activity in stock and gold ETFs.