Key Takeaways
- • Jane Street Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) share count from 886,736 to 7,010,008 during Q3 2026, a roughly 691% rise, lifting the position's reported value from $45.3 million to approximately $509.2 million.
- • Jane Street reduced its iShares Bitcoin Trust ETF (IBIT) holdings by 18.7%, from 24,878,191 to 20,221,140 shares, yet the reported value of that position rose from $828.2 million to $957.3 million.
- • The firm's ARK 21Shares Bitcoin ETF (ARKB) position grew 333% to 11,689,194 shares, with reported value climbing from $52.5 million to $323.7 million.
- • Combined reported value across the three Bitcoin ETF positions reached approximately $1.79 billion at September 30, up from roughly $926 million at June 30.
- • Form 13F reporting excludes short and written options and cannot identify fund creations or redemptions, so the quarter-end snapshot does not establish the firm's trading activity.
Summary
Jane Street Group substantially expanded its exposure to spot Bitcoin ETFs during the third quarter of 2026, according to its Form 13F filing submitted November 12, more than six weeks after quarter-end. The filing, as reported by Blockonomi, shows the trading firm's September 30 holdings of Fidelity Wise Origin Bitcoin Fund (FBTC) at 7,010,008 shares, compared with 886,736 shares at June 30. The position's reported market value rose from $45.3 million to approximately $509.2 million.
The firm simultaneously reduced its iShares Bitcoin Trust ETF (IBIT) share count by approximately 4.66 million shares, or 18.7%, to 20,221,140 shares. Despite the smaller share count, the reported value of the IBIT position increased from $828.2 million in June to $957.3 million in September. IBIT remained the firm's largest holding among the three funds by reported market value, although its share of the combined total fell from roughly 89% to 53%. The source notes that changes in ETF prices contributed materially to the valuation shifts.
Jane Street also increased its ARK 21Shares Bitcoin ETF (ARKB) position by about 8.99 million shares, or 333%, to 11,689,194 shares, including separately listed smaller holdings. Reported value of that position climbed from $52.5 million to $323.7 million. Across the three funds, combined reported value rose from approximately $926 million at June's close to approximately $1.79 billion by September 30.
The filing also disclosed IBIT options positions. Call options referenced 34.97 million underlying shares, up from 34.03 million in June, while put options referenced 45.32 million shares, up from 34.80 million. Under SEC Form 13F guidance, managers report qualifying options separately, and short positions and written options are excluded. Blockonomi notes that these 13F snapshots reflect reportable quarter-end holdings and cannot identify fund creations or redemptions attributable to a specific manager. The source also characterizes the latest filing as following Jane Street's earlier reductions in Bitcoin ETF holdings.
The firm simultaneously reduced its iShares Bitcoin Trust ETF (IBIT) share count by approximately 4.66 million shares, or 18.7%, to 20,221,140 shares. Despite the smaller share count, the reported value of the IBIT position increased from $828.2 million in June to $957.3 million in September. IBIT remained the firm's largest holding among the three funds by reported market value, although its share of the combined total fell from roughly 89% to 53%. The source notes that changes in ETF prices contributed materially to the valuation shifts.
Jane Street also increased its ARK 21Shares Bitcoin ETF (ARKB) position by about 8.99 million shares, or 333%, to 11,689,194 shares, including separately listed smaller holdings. Reported value of that position climbed from $52.5 million to $323.7 million. Across the three funds, combined reported value rose from approximately $926 million at June's close to approximately $1.79 billion by September 30.
The filing also disclosed IBIT options positions. Call options referenced 34.97 million underlying shares, up from 34.03 million in June, while put options referenced 45.32 million shares, up from 34.80 million. Under SEC Form 13F guidance, managers report qualifying options separately, and short positions and written options are excluded. Blockonomi notes that these 13F snapshots reflect reportable quarter-end holdings and cannot identify fund creations or redemptions attributable to a specific manager. The source also characterizes the latest filing as following Jane Street's earlier reductions in Bitcoin ETF holdings.
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