Key Takeaways
- • BlackRock's IBIT lost $213.2 million on Monday, 9 November 2026, exceeding the $201.0 million net outflow across all US spot Bitcoin ETFs that day, per Farside Investors' daily flow table.
- • Because IBIT's outflow exceeded the group total, the remaining US spot Bitcoin ETFs finished 9 November slightly positive on a combined basis, with Morgan Stanley's Bitcoin Trust ETF (MSBT) taking in $22.1 million.
- • On 4 November, Fidelity's FBTC absorbed $236.7 million while IBIT lost $201.2 million, leaving the group with a net inflow of $74.6 million.
- • Market reports cite a $1.66 billion cumulative IBIT outflow over seven sessions since 30 October, but this figure is not confirmed by the verified Farside rows.
Summary
BlackRock's iShares Bitcoin Trust (IBIT) lost $213.2 million on Monday, 9 November 2026, according to Farside Investors' daily flow data. That outflow exceeded the $201.0 million net withdrawal across all US spot Bitcoin ETFs that day, meaning the rest of the group finished slightly positive. The largest offset was a $22.1 million inflow into the Morgan Stanley Bitcoin Trust ETF (MSBT).
Farside's table, covering four verified dates in early November, shows IBIT's outflows were concentrated relative to the group. On 2 November, IBIT lost $405.3 million against a group net outflow of $398.6 million, with Fidelity's FBTC adding $6.7 million. On 4 November, IBIT lost $201.2 million, yet Fidelity's FBTC absorbed $236.7 million and three smaller funds added a combined $39.1 million, producing a group net inflow of $74.6 million. On 6 November, IBIT accounted for $403.0 million of the $411.9 million that left the group, while FBTC recorded a $42.8 million inflow and three other funds posted outflows totaling $51.7 million.
The pattern across these days suggests capital is leaving IBIT faster than it is leaving the broader spot Bitcoin ETF category. Flow data alone, however, does not explain why holders are redeeming or whether investors are shifting into rival products.
Market reports put IBIT's outflows since 30 October at $1.66 billion over seven sessions. The Farside rows for 30 October, 3 November and 5 November were not verified for this summary, so that total and the length of the streak remain unconfirmed. A year-to-date figure for net withdrawals across the group has also been reported but rests on a single unconfirmed source.
The concentration thesis holds as long as IBIT's daily outflows remain close to or above the group's net figure and FBTC and MSBT continue to post inflows. If FBTC and smaller funds begin posting outflows alongside IBIT, the story would shift toward a broader retreat from spot Bitcoin ETFs.
Farside's table, covering four verified dates in early November, shows IBIT's outflows were concentrated relative to the group. On 2 November, IBIT lost $405.3 million against a group net outflow of $398.6 million, with Fidelity's FBTC adding $6.7 million. On 4 November, IBIT lost $201.2 million, yet Fidelity's FBTC absorbed $236.7 million and three smaller funds added a combined $39.1 million, producing a group net inflow of $74.6 million. On 6 November, IBIT accounted for $403.0 million of the $411.9 million that left the group, while FBTC recorded a $42.8 million inflow and three other funds posted outflows totaling $51.7 million.
The pattern across these days suggests capital is leaving IBIT faster than it is leaving the broader spot Bitcoin ETF category. Flow data alone, however, does not explain why holders are redeeming or whether investors are shifting into rival products.
Market reports put IBIT's outflows since 30 October at $1.66 billion over seven sessions. The Farside rows for 30 October, 3 November and 5 November were not verified for this summary, so that total and the length of the streak remain unconfirmed. A year-to-date figure for net withdrawals across the group has also been reported but rests on a single unconfirmed source.
The concentration thesis holds as long as IBIT's daily outflows remain close to or above the group's net figure and FBTC and MSBT continue to post inflows. If FBTC and smaller funds begin posting outflows alongside IBIT, the story would shift toward a broader retreat from spot Bitcoin ETFs.
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