Two Abu Dhabi-linked funding automobiles disclosed sizeable additions to BlackRock’s iShares Bitcoin Belief (IBIT) in new US filings, signaling that not less than a part of the area’s sovereign capital used the late-2025 drawdown to scale regulated Bitcoin publicity relatively than step away.
Abu Dhabi Wealth Funds Add Bitcoin On The Dip
Mubadala Funding Firm reported proudly owning 12,702,323 shares of IBIT value $630,670,337 as of Dec. 31, 2025, based on its newest Type 13F info desk filed on Feb. 17. That is a pointy step up from the 8,726,972 IBIT shares it disclosed in its earlier quarter submitting, which valued the place at $567,253,180 on the time of that report, and a 46% improve in share depend quarter-over-quarter.
A separate Feb. 17 submitting reveals Al Warda Investments reported 8,218,712 shares of IBIT valued at $408,059,051 as of Dec. 31. Mixed, the 2 filings put Abu Dhabi-linked publicity by IBIT at just below 21 million shares at year-end, properly over $1 billion.
The setup issues as a result of IBIT has grow to be the cleanest “institutional plumbing” for BTC publicity in US markets: quarterly 13F tables do not present when a fund purchased, solely what it held at quarter-end, however they do present who’s snug carrying the publicity on a regulated wrapper and who continues to be scaling it.
The timing additionally traces up with the best way BlackRock CEO Larry Fink has been describing sovereign participation in Bitcoin extra broadly. Talking on the New York Instances’ DealBook Summit in December, Fink framed the shopping for as methodical relatively than momentum-driven: “There are a selection of sovereign funds which are standing by. They’re including incrementally at $120,000, at $100,000. I do know they purchased extra at $80,000.”
That quote is doing plenty of work within the present market narrative, as a result of it suggests sovereign demand is not only a headline occasion, it is a laddered allocation course of that may maintain exhibiting up throughout stress, even when the general public solely sees it later by filings.
There’s additionally a delicate however vital distinction in what the filings suggest in regards to the course of. These should not disclosures of direct BTC custody. They’re disclosures of ETF shares, held alongside conventional equities and different liquid devices inside a regular reporting framework. In observe, that alternative compresses operational friction: custody, execution rails, and governance overhead into a well-known package deal, which may be decisive for giant allocators that transfer slowly however transfer dimension.
At press time, Bitcoin traded at $68,246.
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