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Upturn AI SWOT - About
iShares Bitcoin Trust (IBIT)
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Upturn Advisory Summary
10/31/2025: 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 14.31% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
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) is a spot Bitcoin ETF aiming to reflect the performance of the price of bitcoin. It provides investors with exposure to bitcoin without directly holding the digital asset. The ETF holds bitcoin and values its shares daily based on the reference price.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, with a strong reputation for reliability and a long track record of successfully managing ETFs.
Management Expertise
BlackRock has a dedicated team of investment professionals with extensive experience in managing and trading various asset classes, including ETFs.
Investment Objective
Goal
The investment goal of the iShares Bitcoin Trust is to reflect the performance of the price of bitcoin, less the expenses of the Trust's operations.
Investment Approach and Strategy
Strategy: The ETF aims to track the price of bitcoin by holding bitcoin directly. It does not use derivatives or leverage.
Composition The ETF's primary holding is bitcoin.
Market Position
Market Share: IBIT holds a significant market share among spot bitcoin ETFs.
Total Net Assets (AUM): 19610000000
Competitors
Key Competitors
- GBTC
- FBTC
- ARKB
- BITB
Competitive Landscape
The spot bitcoin ETF market is competitive, with several issuers offering similar products. IBIT benefits from BlackRock's brand recognition and distribution network, providing a strong advantage. However, lower fees and early-mover advantages from competitors like GBTC (before it converted to an ETF) and FBTC present challenges.
Financial Performance
Historical Performance: Data is limited as the ETF is new. Performance is directly tied to Bitcoin's price movements.
Benchmark Comparison: The ETF's performance should closely track the price of Bitcoin, serving as its effective benchmark.
Expense Ratio: 0.0025
Liquidity
Average Trading Volume
IBIT exhibits high liquidity, evidenced by a high average trading volume.
Bid-Ask Spread
The bid-ask spread for IBIT is generally tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Bitcoin ETFs are influenced by macroeconomic factors, regulatory developments, and investor sentiment towards cryptocurrencies.
Growth Trajectory
Growth is tied to wider Bitcoin adoption and regulatory clarity; strategic partnerships could also enhance growth.
Moat and Competitive Advantages
Competitive Edge
IBIT benefits from BlackRock's strong brand reputation and extensive distribution network. Its large AUM and robust trading volume enhance liquidity and make it appealing to institutional investors. Its management expertise and compliance standards also contribute to its competitive edge, making it a reliable option. However, its expense ratio should be carefully considered against competitors. The ability to leverage Blackrock's broader offerings to bring more value to the ETF can be an advantage.
Risk Analysis
Volatility
IBIT's volatility directly mirrors Bitcoin's, which is historically high.
Market Risk
Market risk is the primary concern, encompassing Bitcoin's price fluctuations, regulatory uncertainty, and potential security breaches.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to Bitcoin's price movements without directly holding the cryptocurrency are ideal for IBIT.
Market Risk
IBIT can be suitable for both long-term investors and active traders, depending on their risk tolerance and investment horizon.
Summary
IBIT offers a convenient and regulated way for investors to gain exposure to Bitcoin. Backed by BlackRock, it benefits from strong brand recognition and high liquidity. However, investors should be aware of Bitcoin's inherent volatility and the ETF's expense ratio. IBIT provides a valuable tool for diversifying portfolios and participating in the cryptocurrency market with a regulated and familiar investment vehicle. Its success hinges on wider Bitcoin adoption and sustained investor interest.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- SEC Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Cryptocurrency investments are highly volatile and speculative.
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.
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