BlackRock’s Active ETFs Net $73B, IBIT Grabs $1.3B and Warns of Treasury Selloff
In February, BlackRock’s U.S. actively managed ETFs attracted $73 billion of net inflows following model portfolio shifts, and its IBIT spot Bitcoin ETF accounted for 78% of March’s $1.3 billion inflows. BlackRock strategists warn persistent inflation risks may trigger further Treasury selloffs and heighten bond volatility.
1. February Active ETF Inflows
Model allocation changes implemented last week boosted exposure to actively managed ETFs within BlackRock’s model portfolios, leading to an unprecedented $73 billion of new money in U.S. active ETF products during February.
2. IBIT Bitcoin ETF Performance
Over the past week, net inflows to U.S.-listed spot Bitcoin ETFs reached $763 million, pushing March’s total to $1.3 billion, with BlackRock’s IBIT capturing roughly 78% of those flows as institutional investors return to crypto exposure.
3. Treasury Selloff Warning
BlackRock strategists cautioned that enduring inflationary pressures could sustain selling in U.S. Treasury markets, driving yields higher and increasing volatility across the firm’s fixed-income offerings.