BlackRock’s iShares Bitcoin Trust (IBIT) pulled in $287.4 million on Jan. 2, 2026, its largest single-day inflow in nearly three months, alongside a broader U.S. spot-Bitcoin ETF rebound. The jump lifted combined daily spot-ETF inflows to $471.3 million and pushed the group back to weekly net inflows of $458.7 million after a seven-day outflow streak.
The flow surge arrived as Bitcoin extended a fresh advance, rising from about $87,480 on Jan. 1, 2026 to an intraday peak of $93,169 by Jan. 5, 2026. The move put BTC back into a momentum posture as it tested resistance following a reported daily-chart breakout.
IBIT Led the Day as Peers Followed
IBIT’s $287.4 million intake outpaced other major products on Jan. 2, with Fidelity’s FBTC and Bitwise’s BITB posting smaller subscriptions. The relative gap underscored BlackRock’s continued dominance within U.S. spot Bitcoin products.
The day’s inflows were led by a clear top-three ranking that concentrated demand in IBIT.
IBIT: $287.4 million (Jan. 2, 2026)
FBTC: $88.1 million (Jan. 2, 2026)
BITB: $41.5 million (Jan. 2, 2026)
The $471.3 million combined total marked the strongest one-day inflow since mid-November 2025, with Oct. 8, 2025 cited at $426.2 million for context. The spike also aligned with a broader 2025 pattern that was described as roughly $24.7 billion of combined inflows into BlackRock’s Bitcoin vehicles.
Market participants and technical analysts pointed to multiple drivers converging at once, with price structure playing a visible role. Bitcoin was described as breaking out from a symmetrical triangle on the daily chart, with $91,488 flagged as near-term support tied to the 23.6% Fibonacci retracement. The narrative also emphasized that BTC gained 3.3% over the week and sat about 14% above a November low, reinforcing the momentum framing.
On the demand side, turn-of-year portfolio rebalancing and a reported shift away from fourth-quarter tax-loss harvesting were cited as tailwinds for ETF allocations. Pratik Kala, head of research at Apollo Crypto, described “a shift from tax-loss harvesting in Q4 to a long bias in Q1,” framing the flows as positioning rather than noise.
What Investors Are Watching From Here
Geopolitics also entered the storyline, with analysts citing recent tensions, including the U.S. capture of Nicolás Maduro, as one element that supported Bitcoin’s appeal to some institutions. That line of reasoning was presented as a macro-hedge narrative alongside views that the current U.S. policy environment is being interpreted by some investors as relatively supportive for digital-asset allocations.
Going forward, the key test is whether the early-quarter rebalancing bid translates into sustained weekly inflows and durable technical follow-through. Sustained demand into flagship ETFs such as IBIT, paired with price holding above the $91,488 support zone, will function as a practical read on whether institutional allocation trends are persistent or simply year-start repositioning.
