ANALYSIS2026-06-10·TokenPost

BlackRock and Fidelity Tighten Grip on U.S. Spot Bitcoin ETF Market in 2026

Daniel Lee
COMPILED NOTES

IBIT+FBTC took >90% of inflows Jan 14 2026, ~79% May 1; BTC -29% YTD 2026

BlackRock & Fidelity Tighten Grip on Spot Bitcoin ETF Market (2026)

Headline Claim

Spot bitcoin ETF inflows have concentrated into a BlackRock (IBIT) + Fidelity (FBTC) "two-horse race," marginalizing smaller issuers.

Key Figures

  • Jan 14, 2026: IBIT + FBTC took >90% of daily inflows ($648.4M + $125.4M of $840.6M total).
  • May 1, 2026: combined $497.8M of $629.8M (~79%) of inflows.
  • Bitcoin −29% YTD 2026 at time of writing.
  • Smaller competitors (Ark, Bitwise, VanEck, Franklin Templeton, Valkyrie, WisdomTree) see only "modest daily flows."

Entities

  • BlackRock — iShares Bitcoin Trust (IBIT), dominant leader.
  • Fidelity — Wise Origin Bitcoin Fund (FBTC), #2.

Source: BlackRock and Fidelity Tighten Grip... — Daniel Lee, TokenPost, 2026-06-10. Full-text fetched.

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