TLDR
Jane Street raised its Fidelity Bitcoin ETF shares by about 691%, to a stake worth $509.2 million.
The firm cut its BlackRock Bitcoin ETF shares by 18.7%, but the stake’s value rose to $957.3 million.
Its ARK 21Shares Bitcoin ETF position grew to 11.69 million shares, worth $323.7 million.
Jane Street more than doubled its BlackRock Ethereum ETF shares, to a stake worth $310.6 million.
JPMorgan added BlackRock Bitcoin ETF shares, while Hong Kong-based Laurore cut its position by 33%.
Jane Street moved more of its Bitcoin exchange-traded fund money away from BlackRock in the third quarter of 2026. The trading firm grew its stakes in funds run by Fidelity and ARK 21Shares while trimming its BlackRock share count.
The details come from a Form 13F that Jane Street filed with the U.S. Securities and Exchange Commission on November 12. The filing shows the firm’s holdings as of September 30.
Fidelity and ARK Funds Gain Ground
Jane Street held 7,010,008 shares of the Fidelity Wise Origin Bitcoin Fund at the end of September. That compares with 886,736 shares three months earlier, an increase of about 691%.
The Fidelity stake was worth $509.2 million at quarter end. At the end of June, it was valued at $45.3 million.
The move reverses part of an earlier pullback. Jane Street cut its Fidelity fund shares by around 60% in the first quarter of the year.
The firm also built up its position in the ARK 21Shares Bitcoin ETF. Its share count rose from 2,700,151 in June to 11,689,194 in September.
That ARK stake was valued at $323.7 million on September 30. Three months before, it was worth $52.5 million.
Based on reported share positions, the combined value of the three Bitcoin funds rose from about $926 million in June to $1.79 billion in September. In June, the BlackRock fund made up most of that total.
NEW: Jane Street increased its Fidelity Bitcoin ETF share count nearly 8x in Q3 while cutting IBIT shares by 19%. pic.twitter.com/9ppGuVaysL
— Cointelegraph (@Cointelegraph) November 13, 2026
BlackRock Shares Cut, Ether Fund Stake Doubled
Jane Street held 20,221,140 shares of BlackRock’s iShares Bitcoin Trust at the end of September. That was down from 24,878,191 shares at June 30, a drop of 18.7%.
Even with fewer shares, the value of the stake rose to $957.3 million from $828.2 million. BlackRock’s fund remained Jane Street’s largest reported Bitcoin ETF holding.
The firm also reported options tied to the BlackRock fund, listed separately from its regular shares. These included call options referencing 34.97 million shares and put options referencing 45.32 million shares.
On the Ether side, Jane Street more than doubled its shares in BlackRock’s iShares Ethereum Trust. The count rose from 7,606,021 to 15,438,249, with the stake worth about $310.6 million versus $90.4 million in June.
Other institutions reported their own changes. JPMorgan Chase held 11.41 million shares of BlackRock’s Bitcoin fund worth about $540 million, up 9.6% from the prior quarter.
JPMorgan’s position in BlackRock’s Ether fund fell to just 399 shares. The bank held roughly 1.17 million shares at the end of June.
Hong Kong-based Laurore cut its BlackRock Bitcoin fund position by 1.6 million shares to 3,246,279. That 33% reduction left a stake worth about $153.7 million.
Earlier filings showed Barclays raised its shares in BlackRock’s Bitcoin fund by 48%. Citigroup reported a new position of 1.64 million shares in Fidelity’s fund at September 30.
BlackRock listed about $56.3 billion in net assets for its iShares Bitcoin Trust as of November 12. That makes it the largest U.S. spot Bitcoin ETF by assets.
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