CASABLANCA, Nov. 13, 2026
Jane Street Group reported a nearly eightfold increase in its Fidelity Bitcoin ETF shares to a stake worth $509.2 million at the end of September, according to a regulatory filing made public Thursday, as Bitcoin fell below $70,000 on Friday.
The trading firm also held more shares of the ARK 21Shares Bitcoin ETF and fewer shares of BlackRock’s iShares Bitcoin Trust ETF. The moves left BlackRock’s fund, known by its ticker IBIT, the largest of the three positions by market value as of Sept. 30.
Bitcoin traded near $68,038 at 4:43 p.m. Eastern time Friday, about 4.7% below its Thursday UTC close of $71,369.90, according to ChartExchange. Farside Investors’ tracker showed $284.1 million in net outflows from U.S. spot Bitcoin ETFs on Thursday, including $203.8 million from IBIT.
Jane Street’s Sept. 30 holdings table lists shares and options in separate rows. Daily Crypto Briefs added the share rows across the managers included in the report and compared them with the firm’s June 30 holdings.
Bitcoin
BTCSampled daily UTC closes from ChartExchange.
Jane Street adds 6.1 million Fidelity FBTC shares
Jane Street reported 7,010,008 shares of the Fidelity Wise Origin Bitcoin Fund, which trades as FBTC. That was up from 886,736 at the end of June. The reported value rose from $45.3 million as the firm held more shares and the price per share increased.
The firm’s ARK 21Shares Bitcoin ETF position increased to 11.69 million shares from 2.70 million. Those shares, in a fund that 21Shares plans to rename in December, were worth $323.7 million at quarter end. Jane Street also more than doubled its shares in BlackRock’s iShares Ethereum Trust ETF, or ETHA, to 15.44 million worth $310.6 million.
The reported share value across FBTC, IBIT and ARKB reached $1.79 billion, up from about $926 million in June. Those totals use each fund’s price at the reporting date. The filing does not disclose when the shares changed hands or what Jane Street paid for them.
Jane Street cuts BlackRock IBIT shares by 19%
Jane Street reported 20.22 million IBIT shares, down 18.7% from 24.88 million in June. The position’s reported value rose to $957.3 million from $828.2 million as the share price climbed to about $47.34 from $33.29 between the two reporting dates.
JPMorgan Chase moved in the other direction. The bank’s September filing reported 11.41 million IBIT shares worth about $540 million. The share count was up about 9.6% from June. BlackRock reported $56.3 billion in IBIT net assets as of Thursday.
The quarterly reports show holdings attributed to individual managers on two dates. Fund flows measure how much money enters or leaves a fund through the creation and redemption of shares. The November redemptions came as stablecoin supply also contracted.
What Jane Street’s 13F reveals about IBIT options
Jane Street reported IBIT put options tied to 45.32 million underlying shares, up from 34.80 million in June, and call options tied to 34.97 million shares. A put gives its holder the right to sell at a set price, while a call gives its holder the right to buy. The dollar values on those rows represent the underlying shares under the SEC’s reporting rules, so they cannot be read as the premiums Jane Street paid.
Jane Street provides liquidity in exchange-traded products, including funds tied to crypto. The filing omits short positions and options the firm has written. Those gaps leave open how much of the reported book reflected hedges, customer trading or the firm’s own positioning, a limitation that also applies to claims about Jane Street’s intraday Bitcoin trading.
The Crypto Fear & Greed Index fell to 20 on Friday from 28 the previous day, moving into Extreme Fear.
Fear & Greed Index
Nov. 13, 2026The remaining third-quarter filings are due Nov. 16. Jane Street’s next regular report will show eligible holdings as of Dec. 31 and is due Feb. 16, 2027. Thursday’s disclosure leaves the firm’s positions during the current selloff unknown.
Stay up to date
Get the latest crypto insights delivered to your inbox
Primary sources and further reading
| Source | Title |
|---|---|
| | Jane Street Group’s Nov. 12 Form 13F for the quarter ended Sept. 30 |
| | Jane Street Group’s Sept. 30 holdings table |
| | Jane Street Group’s June 30 holdings table |
| | SEC Form 13F reporting guidance and filing deadlines |
| | Farside Investors’ U.S. spot Bitcoin ETF flows |
Fact-checked by: Daily Crypto Briefs Fact-Check Desk
Related Articles
Frequently Asked Questions
How much of Fidelity’s Bitcoin ETF did Jane Street report?
Jane Street Group reported 7,010,008 shares of Fidelity Wise Origin Bitcoin Fund, or FBTC, worth $509.2 million as of Sept. 30, 2026. It reported 886,736 shares worth $45.3 million at the end of June.
Did Jane Street cut its BlackRock IBIT holdings?
Its reported IBIT share count fell 18.7% to 20,221,140. The value of the shares still rose to $957.3 million because IBIT ended September at a higher price than it ended June.
Does Jane Street’s 13F reveal its net Bitcoin position?
The filing reports certain securities and options held at the end of the quarter. It omits short positions and does not show the firm’s full set of hedges or its current net exposure.
When is Jane Street’s next quarterly 13F due?
The SEC lists Feb. 16, 2027, as the filing deadline for positions held on Dec. 31, 2026.



