US spot Bitcoin ETFs recorded net inflows of approximately $2.4 billion for the week ending September 25. This performance marks the highest weekly intake since early October 2025. BlackRock’s IBIT fund led the market with roughly $1.2 billion in inflows, followed by Fidelity’s FBTC with $702 million and ARK 21Shares’ ARKB with $295 million.
Since their launch in January 2024, cumulative net inflows into US spot Bitcoin ETFs have exceeded $57 billion, with total assets under management reaching approximately $108 billion. Year-to-date flows for 2026 have turned positive, totaling around $934 million, following a low point of negative $5.8 billion recorded in mid-July.
Exchange reserves are experiencing a decline, with approximately 35,800 BTC withdrawn from exchange wallets over the past week. Specifically, centralized exchanges saw net outflows of about 31,782 BTC, valued at roughly $2.52 billion. Binance accounted for nearly 19,500 BTC of these withdrawals, representing more than half of the total volume.
The current market trend shows Bitcoin moving into long-term storage and ETF vaults. With roughly 19.7 million BTC already mined out of the 21 million cap, the consistent absorption of supply by ETFs and the reduction of exchange inventory are tightening the available float for active trading.
