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Upturn AI SWOT - About
iShares Bitcoin Trust (IBIT)
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Upturn Advisory Summary
09/16/2025: IBIT (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 29.49% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.23 - 63.70 | Updated Date 06/30/2025 |
52 Weeks Range 28.23 - 63.70 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Bitcoin Trust
ETF Overview
Overview
The iShares Bitcoin Trust (IBIT) seeks to reflect generally the performance of the price of bitcoin. It provides investors with a convenient and cost-effective way to gain exposure to bitcoin without directly holding the digital asset. Its primary focus is bitcoin, and its investment strategy involves holding bitcoin as its underlying asset.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its strong reputation and reliability in the financial industry.
Management Expertise
BlackRock has extensive experience in managing ETFs and other investment products, bringing significant expertise to the management of IBIT.
Investment Objective
Goal
To reflect the performance of the price of bitcoin.
Investment Approach and Strategy
Strategy: The ETF aims to track the price of bitcoin.
Composition The ETF holds bitcoin.
Market Position
Market Share: IBIT's market share is still evolving as a new entrant in the Bitcoin ETF space.
Total Net Assets (AUM): Data pending. Realtime AUM will be available via exchange traded data sources.
Competitors
Key Competitors
- GBTC
- FBTC
- ARKB
- BITB
- BRRR
Competitive Landscape
The Bitcoin ETF market is highly competitive with multiple issuers vying for market share. BlackRock's IBIT, with its strong brand and low expense ratio, poses a significant challenge to existing players. Advantages include BlackRock's reputation; disadvantages stem from being a newer entrant relative to some other funds.
Financial Performance
Historical Performance: IBIT is a new ETF, and historical performance data is limited. Performance will directly correlate to the price of bitcoin.
Benchmark Comparison: The ETF's performance should closely track the performance of bitcoin.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is indicative of high liquidity, facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading; a narrower spread typically indicates higher liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
The price of bitcoin, regulatory changes, and macroeconomic conditions significantly impact IBIT's performance.
Growth Trajectory
IBIT's growth will depend on the adoption of bitcoin and the overall demand for cryptocurrency investments. Changes to the ETF would focus on increased bitcoin assets
Moat and Competitive Advantages
Competitive Edge
IBIT leverages BlackRock's established brand and distribution network, providing a competitive edge in attracting investors. Its low expense ratio is also a key differentiator. The ETF's structure as a spot bitcoin ETF provides direct exposure to bitcoin's price movements. These advantages make IBIT an appealing option for investors seeking bitcoin exposure through a reputable and cost-effective vehicle.
Risk Analysis
Volatility
IBIT's volatility mirrors that of bitcoin, which is known for its high price swings.
Market Risk
IBIT is subject to the market risk associated with bitcoin, including regulatory risk, technological risk, and market sentiment risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a high-risk tolerance who seeks exposure to bitcoin and understands the potential for significant price fluctuations.
Market Risk
IBIT is suitable for investors comfortable with high volatility, looking for long-term capital appreciation, and who have a diversified portfolio.
Summary
IBIT offers a regulated and accessible way for investors to participate in the bitcoin market. Leveraging BlackRock's expertise and a low expense ratio, it is positioned to be a competitive offering. However, investors should be aware of the high volatility associated with bitcoin. It is suitable for those with a high-risk tolerance seeking long-term capital appreciation. As a new product, its future success depends on Bitcoin adoption and regulatory environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock website
- Exchange traded data sources
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is currently unavailable as the ETF is newly launched. All investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Bitcoin Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The shares are intended to constitute a simple means of making an investment similar to an investment in bitcoin rather than by acquiring, holding and trading bitcoin directly on a peer-to-peer or other basis or via a digital asset exchange.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.