Key Takeaways
- • Bitcoin ETFs recorded $66.2 million in net inflows on September 29, 2026, more than doubling Monday's $31 million inflow, with BlackRock's iShares Bitcoin Trust (IBIT) leading at $51.1 million and ARK 21Shares' ARKB contributing $33.2 million.
- • Ether ETFs reversed a six-session inflow streak with $2.8 million in net outflows, signaling a potential shift in institutional allocation preferences between major crypto asset classes.
- • Combined U.S. spot crypto ETF inflows reached $68.8 million across Bitcoin, Ether, and Solana products, with Solana adding $5.4 million, though Bitcoin flows substantially outpaced competing digital assets.
- • Bitcoin ETF inflows have decelerated materially from elevated levels recorded earlier in September (ranging from $134.5 million to $999 million daily), indicating normalization after an extraordinary week of institutional demand.
- • Bitcoin consolidated near $83,000–$84,000 as elevated Treasury yields continued to pressure risk assets, despite the positive ETF flow environment extending a nine-session inflow streak.
Summary
U.S. spot cryptocurrency exchange-traded funds posted combined net inflows of $68.8 million on September 29, 2026, according to finalized Farside Investors data, with Bitcoin products capturing the overwhelming majority of institutional demand while Ether funds reversed direction after a six-session winning streak.
Bitcoin ETFs attracted $66.2 million in net inflows, more than double the prior day's $31 million. BlackRock's iShares Bitcoin Trust (IBIT) led the charge with $51.1 million, maintaining its position as the single largest driver of Bitcoin ETF demand. ARK 21Shares' ARKB contributed $33.2 million, collectively accounting for over $84 million in inflows. These gains were partially offset by $18.1 million in redemptions from Bitwise's BITB, while Fidelity's FBTC, Grayscale's GBTC and Bitcoin Mini Trust, and Morgan Stanley's MSBT recorded no net movement. Solana products added a modest $5.4 million, slowing from Monday's $7.7 million.
The standout divergence emerged in Ether ETFs, which posted $2.8 million in net outflows—the first daily outflow following six consecutive sessions of positive inflows. This reversal suggests a potential reallocation by institutional investors away from Ethereum and toward Bitcoin, reflecting shifting conviction or profit-taking dynamics across the digital asset complex.
Bitcoin ETF flows have moderated sharply from the exceptional levels recorded earlier in September. The category attracted $999 million on September 21 and $714.7 million on September 22, followed by $346.9 million on Wednesday, $190.7 million Thursday, and $134.5 million Friday. Monday and Tuesday extended the aggregate positive streak into a ninth consecutive session, though at considerably reduced velocity. Bitcoin itself traded around $83,000–$84,000 on September 29 as it consolidated after a strong third-quarter advance, with elevated Treasury yields continuing to pressure broader risk assets.
Bitcoin ETFs attracted $66.2 million in net inflows, more than double the prior day's $31 million. BlackRock's iShares Bitcoin Trust (IBIT) led the charge with $51.1 million, maintaining its position as the single largest driver of Bitcoin ETF demand. ARK 21Shares' ARKB contributed $33.2 million, collectively accounting for over $84 million in inflows. These gains were partially offset by $18.1 million in redemptions from Bitwise's BITB, while Fidelity's FBTC, Grayscale's GBTC and Bitcoin Mini Trust, and Morgan Stanley's MSBT recorded no net movement. Solana products added a modest $5.4 million, slowing from Monday's $7.7 million.
The standout divergence emerged in Ether ETFs, which posted $2.8 million in net outflows—the first daily outflow following six consecutive sessions of positive inflows. This reversal suggests a potential reallocation by institutional investors away from Ethereum and toward Bitcoin, reflecting shifting conviction or profit-taking dynamics across the digital asset complex.
Bitcoin ETF flows have moderated sharply from the exceptional levels recorded earlier in September. The category attracted $999 million on September 21 and $714.7 million on September 22, followed by $346.9 million on Wednesday, $190.7 million Thursday, and $134.5 million Friday. Monday and Tuesday extended the aggregate positive streak into a ninth consecutive session, though at considerably reduced velocity. Bitcoin itself traded around $83,000–$84,000 on September 29 as it consolidated after a strong third-quarter advance, with elevated Treasury yields continuing to pressure broader risk assets.
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