US spot Bitcoin ETFs pulled in roughly $3 billion over a nine-day streak that began September 17, flipping 2026 flows from deep negative to a modest net positive. BlackRock's IBIT led the buying, with Fidelity's FBTC and ARK 21Shares' ARKB rounding out the top three.
US spot Bitcoin ETFs just closed out a nine-day winning streak that pulled roughly $3 billion back into the products, the most aggressive stretch of institutional buying since the post-launch euphoria faded. The run started on September 17 and flipped year-to-date flows from deep red to a modest positive. A category that sat roughly $5.8 billion underwater at the midpoint of the year has clawed back to approximately $934 million in net positive flows.
The numbers behind the streak
The week ending September 25 pulled in roughly $2.4 billion in net inflows, the fattest weekly haul since October 2025, when Bitcoin traded near its all-time high of around $126,000. September 21 stood out as the single best day, with nearly $999 million flowing into spot Bitcoin ETFs.
BlackRock's iShares Bitcoin Trust, ticker IBIT, dominated the leaderboard with approximately $1.2 billion in inflows for that week alone. Fidelity's FBTC followed with around $702 million, and ARK 21Shares' ARKB brought in roughly $295 million. Together, those three products accounted for more than 90% of the capital entering the space.
A rough year gets a late rescue
By July, cumulative 2026 net flows had sunk to around negative $5.8 billion, and Bitcoin had fallen roughly 34% from its peak near $126,000 in October 2025. Bitcoin's spot price has since stabilized in the $83,000 to $87,000 range during the inflow streak, ticking up slightly week-over-week.
Since their January 2024 launch, US spot Bitcoin ETFs have accumulated more than $57 billion in cumulative net inflows, with total assets under management approaching $108 billion by late September.
Who's buying and why it matters
IBIT's outsized share suggests the largest, most risk-conscious allocators are stepping back in, and Fidelity's strong showing reinforces that reading. FBTC has built its reputation on Fidelity's retail brokerage network and institutional custody infrastructure, so simultaneous buying from both funds signals broad-based demand rather than a single large bet. ARKB rounding out the top three adds a growth-oriented flavor, given Cathie Wood's ARK Invest has long been one of Bitcoin's most vocal institutional advocates.
That kind of drawdown is exactly the entry point value-conscious institutional buyers wait for. Daily inflows tapered slightly after the September 21 peak, but the streak held positive through at least September 29.
Source: Crypto Briefing
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