Institutional Demand Drives Record Surge in US Spot Bitcoin ETF Inflows

A recent surge in institutional demand has driven a significant increase in net inflows to U.S. spot Bitcoin ETFs. On February 25, these products staged a strong comeback, posting about $506.6 million in net inflows, marking the largest daily intake in over three weeks.

The synchronized buying across multiple providers, including BlackRock, Fidelity, Bitwise, ARK 21Shares and Grayscale, reflects asset managers rebalancing client portfolios rather than just retail speculation. This indicates renewed confidence among large investors after weeks of uneven flows and cautious positioning.

BlackRock once again led the pack through its flagship U.S. spot product IBIT, which alone absorbed roughly $297.4 million of fresh capital, equivalent to about 4,300 BTC worth of demand during the session. The fund's cumulative historical inflows have now surpassed $61 billion, solidifying its status as the clear market leader among spot funds.

The strong inflow day arrives after a challenging period for crypto investment vehicles, but highlights the growing influence of regulated funds in the digital asset ecosystem. Market data indicates that total Bitcoin ETF assets in the U.S. now hover in the $87–$91 billion range, depending on intraday price swings. Collectively, these products represent roughly 6% of Bitcoin's total market capitalization.