Bitcoin ETFs Record $101.1M Net Inflow on Sept. 2, Reversing $236.5M Outflow

BREAKING

U.S. spot Bitcoin ETFs returned to positive territory on September 2, posting $101.1M in net inflows — a full reversal from the $236.5M in net outflows recorded the session prior. The data, reported by OnchainLens, marks a sharp one-session turnaround in institutional demand for Bitcoin exposure through regulated fund vehicles.

BlackRock’s IBIT dominated the recovery, absorbing $115.4M in fresh inflows on the day — more than the entire category’s net gain, meaning IBIT’s purchases more than offset selling pressure elsewhere in the fund complex. Grayscale’s GBTC remained a drag, registering $56.2M in redemptions, continuing its persistent outflow pattern even as broader sentiment improved.

The net $101.1M figure implies that funds outside IBIT and GBTC collectively contributed approximately $41.9M in net inflows — consistent with reported positive flows into vehicles including Grayscale’s mini trust, Morgan Stanley’s MSBT, and Bitwise’s BITB, though exact per-fund figures beyond IBIT and GBTC were not provided in the verified data.

IBIT’s $115.4M inflow represented 114.1% of the category’s total net inflow on September 2 — meaning BlackRock’s fund single-handedly drove the reversal while absorbing outflows from GBTC and smaller products. This concentration pattern mirrors IBIT’s outsized role in the prior session, where, as detailed in our coverage of the September 1 outflow — when IBIT alone accounted for 85.1% of the bleed, the fund’s flows tend to set the tone for the entire U.S. spot Bitcoin ETF market.

The $337.6M swing between sessions (from -$236.5M to +$101.1M) reflects how quickly institutional positioning can shift in the current environment. For broader context on recent monthly trends, our report on Bitcoin spot ETFs pulling in approximately $3.5B in August — the strongest monthly inflow since July 2025 — shows that September’s early volatility follows a period of sustained accumulation.

The flow recovery on September 2 coincided with reports that Federal Reserve Governor Christopher Waller’s commentary helped ease concerns around further aggressive monetary tightening, contributing to renewed risk appetite across markets. Bitcoin reclaimed the $80,000 level alongside the ETF inflow rebound, with the broader crypto complex also firming. No formal issuer or regulator statements on the flows were available at the time of reporting.

It is worth noting that subsequent session data, referenced in web research, suggests ETF demand remained firm beyond September 2, indicating the single-day reversal may not have been isolated. This article covers only the verified September 2 figures.

At the time of writing, Bitcoin is trading at $80,751, up 3.60% over the past 24 hours, with a market capitalization of approximately $1.62 trillion and 24-hour trading volume of $40.40B. The price recovery aligns with the ETF flow normalization observed on September 2. For historical comparison on back-to-back ETF outflow events, see our analysis of Bitcoin ETFs shedding $241.35M in a single day while Ethereum ETFs bled $521.71M over seven days.

Source: Onchainlens · Published by CoinsProbe Markets Desk