Harvard Cuts $265M Bitcoin ETF Stake, Buys $86.8M Ethereum ETF

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Harvard reduced its holding in BlackRock’s iShares Bitcoin Trust by 1.46 million shares to $265M and opened a 3.87 million share position in BlackRock’s iShares Ethereum Trust worth $86.8M. The combined crypto ETF exposure of $352M signals a shift toward Ethereum’s broader utility over Bitcoin.

1. Harvard Trims Bitcoin ETF Stake

In its Q4 13F filing, Harvard trimmed 1.46 million shares of BlackRock’s iShares Bitcoin Trust, reducing that position to approximately $265 million. This sale marks a significant rotation of capital away from Bitcoin exposure within its endowment portfolio.

2. New Ethereum ETF Position Established

During the same quarter, Harvard initiated a position of 3.87 million shares in BlackRock’s iShares Ethereum Trust valued at $86.8 million. This marked Harvard’s first disclosed investment in a dedicated Ethereum ETF vehicle.

3. Combined Exposure and Strategic Implications

At quarter-end, Harvard’s combined spot crypto ETF holdings totaled $352 million. The reallocation underscores a strategic view that Ethereum’s smart-contract ecosystem and staking returns offer diversified return drivers compared to Bitcoin’s store-of-value proposition.

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