Coin Newsweek – February 25, 2026 – Bitcoin spot exchange-traded funds staged a strong comeback on February 24, recording a total net inflow of $258 million, according to SoSoValue data. The positive flow day marks a decisive reversal from recent outflows and signals renewed institutional confidence in Bitcoin as an investable asset class.
Leading the charge was Fidelity’s FBTC, which attracted the largest single-day net inflow of $82.8138 million. This addition brings Fidelity’s historical cumulative net inflow to an impressive $11.017 billion, cementing the asset manager’s position as a major player in the Bitcoin ETF space. FBTC’s strong performance reflects continued investor trust in Fidelity’s brand and its ability to deliver robust ETF products.
Close on its heels was BlackRock’s IBIT, which recorded a net inflow of $78.935 million for the day. With this latest addition, BlackRock’s historical cumulative net inflow now stands at a staggering $61.265 billion—far surpassing any other Bitcoin ETF provider and underscoring the asset management giant’s dominance in the digital asset space. IBIT has consistently been the market leader since launch, attracting the lion’s share of institutional flows.
The combined $161.7 million inflow into the two largest funds accounted for approximately 63% of the day’s total, highlighting the continued concentration of assets in a handful of dominant providers. This pattern suggests that institutional investors prefer the liquidity, brand recognition, and operational scale offered by established asset managers.
As of press time, the total net asset value of all Bitcoin spot ETFs stands at $81.302 billion. This represents approximately 6.31% of Bitcoin’s total market capitalization, a ratio that has steadily grown as ETF adoption expands. The percentage remains modest relative to Bitcoin’s overall market cap but represents a significant and growing channel for institutional exposure.
The cumulative net inflow for all Bitcoin spot ETFs now sits at $54.067 billion since inception. This remarkable figure underscores the unprecedented demand for Bitcoin exposure through regulated, familiar investment vehicles. Despite periodic outflows and market volatility, the long-term trend remains firmly positive.
Fidelity’s FBTC reaching $11 billion in cumulative inflows is a significant milestone. The fund has carved out a substantial market share through competitive fees, strong distribution, and the trust associated with the Fidelity name. Its performance demonstrates that while BlackRock may lead the market, there remains ample room for other high-quality providers to attract meaningful assets.
BlackRock’s IBIT, with its $61 billion cumulative inflow, continues to rewrite the record books for ETF launches. The fund has attracted assets at a pace rarely seen in the history of exchange-traded products, reflecting both the depth of institutional demand for Bitcoin and BlackRock’s unparalleled reach in the wealth management ecosystem.
The $258 million single-day inflow, while substantial, represents just a fraction of the total assets under management. However, its significance lies in the timing: coming after a period of outflows that had raised questions about institutional commitment, this positive flow day helps stabilize sentiment and suggests that the selling pressure may have abated.
Market analysts will be watching closely to determine whether this inflow marks the beginning of a sustained trend or merely a temporary respite. The Bitcoin ETF market has shown resilience through various market conditions, with institutional investors generally maintaining core positions while making tactical adjustments around the margins.
The 6.31% ETF-to-market-cap ratio indicates substantial room for future growth. As more financial advisors, pension funds, and institutional allocators incorporate Bitcoin ETFs into their portfolios, this percentage could expand significantly. The ETF structure offers regulated, familiar access that many traditional investors prefer over direct ownership.
Looking ahead, the performance of funds like FBTC and IBIT will continue to provide valuable insight into institutional sentiment. Factors such as fee wars, marketing reach, and brand trust will likely influence flow patterns as the market matures. For now, the dominance of BlackRock and Fidelity appears secure, but competition from other providers remains intense.
For investors, the $258 million inflow serves as a reminder that institutional interest in Bitcoin remains robust despite short-term volatility. The ETF channel has become the preferred vehicle for many institutions seeking exposure, and flows through this channel will continue to be a key barometer of broader market sentiment.
Source: SoSoValue data / ETF issuer reports
Disclaimer: This content is for market information only and is not investment advice.
