U.S. spot Bitcoin ETFs posted their strongest weekly inflow since October 2025 as institutional demand returned to the market. The funds, which hold Bitcoin directly and trade on U.S. exchanges after regulators approved them in January 2024, have become a widely watched gauge of institutional appetite for the asset. Bloomberg's Eric Balchunas said the funds took in nearly $2 billion during the previous week, while analyst Darkfost estimated that Bitcoin ETFs accumulated about 26,000 BTC over the past 30 days.

On Aug. 24, U.S. spot Bitcoin ETFs added $337.60 million in net inflows — roughly $338 million — representing about 4,340 BTC. BlackRock's IBIT led the day with $209 million in net inflows as Bitcoin ETF demand strengthened alongside the broader market recovery.

ETFs Rebuild Bitcoin Demand

Darkfost said the latest ETF buying has helped create a clearer source of short-term Bitcoin demand. However, the category remains in a net-selling position: ETFs have been net sellers since January, with holdings down about 92,000 BTC. He said several more weeks of similar buying would be needed to recover the amount of Bitcoin the funds held before 2026, making the durability of the current inflow streak the key data point to follow.

The latest daily data showed total spot Bitcoin ETF assets at $79.16 billion. Cumulative net inflows reached $54.50 billion, equivalent to 681,290 BTC, while daily trading volume across the funds came to $8.23 billion.

BlackRock Leads Recent ETF Inflows

BlackRock dominated the latest Bitcoin ETF activity through IBIT, which has grown into the largest of the U.S. spot Bitcoin ETFs since the category launched and recorded $209 million in net inflows. The company also led spot Ether ETF flows with $90.92 million, out of the $116 million that U.S. spot Ether ETFs attracted overall on Aug. 24. BlackRock manages about $15.3 trillion in assets, according to the supplied data.

Balchunas described the roughly $2 billion taken in over the previous week as the strongest since October 2025. The weekly inflows coincided with Bitcoin's move from $64,000 to $77,000, and the flow data shows a shift from repeated outflows toward renewed positive flows.

ETF Flows Shift After 2025 Weakness

The data shows strong ETF accumulation during late 2024, when individual inflows reached about $1.35 billion. During 2025, several inflows exceeded $500 million as Bitcoin advanced. Late 2025 and early 2026, however, brought more frequent outflows, with some red bars approaching $800 million to $900 million as Bitcoin also declined.

Recent data shows predominantly positive ETF flows alongside Bitcoin's recovery, with the latest figures placing daily net inflows above $300 million. Darkfost said the recent buying has improved short-term demand, although the 2026 balance remains negative.