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Bitcoin ETF filings: Barclays’ IBIT shares rose 48%, but portfolio value is a different measure

Barclays held approximately 3.94 million shares of BlackRock’s spot Bitcoin ETF, IBIT, as of September 30, 2026, according to a 13F filing cited by Cointelegraph. That was up 48% from roughly 2.66 million shares at the end of the second quarter. The reported position was worth about $187 million.

Citigroup disclosed a new position in Fidelity’s spot Bitcoin ETF, FBTC, worth approximately $119 million. Its IBIT holding rose from about 347,000 shares at the end of the second quarter to approximately 521,000 shares.

Bitwise compared 1,389 institutions that had filed third-quarter reports by the Friday preceding the original November 11 report. Their combined spot Bitcoin ETF holdings were valued at $5.25 billion, up from $3.35 billion in the second quarter. That change in dollar value is not a measure of new buying alone: the report noted that IBIT’s price rose about 41% during the third quarter. Share counts show changes in the reported positions; portfolio values also reflect market prices. Neither measure, on its own, establishes a valuation for Bitcoin.

Original report: TechFlow, November 11, 2026, 20:07 (UTC+08:00).