Cryptocurrency February 18, 2026

Mubadala Increases BlackRock Bitcoin ETF Holdings Despite Sharp Crypto Downturn

Abu Dhabi sovereign investor and an affiliated unit added to positions in the iShares Bitcoin Trust as Bitcoin prices tumbled

By Marcus Reed
Mubadala Increases BlackRock Bitcoin ETF Holdings Despite Sharp Crypto Downturn

Abu Dhabi's Mubadala Investment Co. and its unit, the Abu Dhabi Investment Council (ADIC), raised their holdings in BlackRock's iShares Bitcoin Trust ETF in the fourth quarter of 2025, increasing collective exposure to Bitcoin-linked assets even as Bitcoin and related ETFs suffered significant price declines.

Key Points

  • Mubadala raised its stake in BlackRock's iShares Bitcoin Trust ETF by 46% to 12.7 million shares as of December 31, per a regulatory filing.
  • Abu Dhabi Investment Council increased its position by 3% to 8.2 million shares through a subsidiary; combined stakes were worth more than $1 billion based on fund filings.
  • The moves occurred while Bitcoin and the ETF experienced steep declines - the ETF fell over 23% in Q4 2025 and Bitcoin dropped from an October peak of $126,000 to as low as $67,000 amid market volatility.

Abu Dhabi's sovereign investor Mubadala Investment Co. and a separately managed unit increased their ownership of BlackRock's iShares Bitcoin Trust ETF during the fourth quarter of 2025, according to a filing covering holdings as of December 31.

In the regulatory filing, Mubadala is shown to have boosted its position in the ETF by 46% to 12.7 million shares. The Abu Dhabi Investment Council, an independently-run unit of Mubadala, also raised its stake via a subsidiary, growing its holding by 3% to 8.2 million shares.

Taken together, the two Abu Dhabi investors held a combined stake valued at more than $1 billion, based on information contained in the funds' filings. The filings did not disclose the specific prices at which the shares were acquired.

The additions came amid a period of sharp weakness for the cryptocurrency market. The ETF, which tracks the value of Bitcoin, declined by more than 23% in the fourth quarter of 2025 and has fallen by over a fifth so far in 2026. Bitcoin itself has come under pressure after peaking in October at $126,000, sliding through a four-week downturn to trade as low as $67,000 amid broader market volatility.

Separately, Abu Dhabi’s investment ecosystem has shown increased activity in the cryptocurrency sector. ADIC’s chief executive, Saeed Al Mazrouei, said earlier this month that the fund is making bold investments in several sectors, including blockchain startups. Abu Dhabi manages funds that oversee nearly $2 trillion in assets, and some of those entities have expanded their exposure to crypto-linked investments.

One related example cited in filings shows MGX, an artificial intelligence investor co-created by Mubadala, acquired a $2 billion stake in Binance in 2025. That transaction is part of a broader pattern of Abu Dhabi-linked capital moving into cryptocurrency-related businesses and services.

While the sovereign investors increased ETF holdings during a period of falling prices, the filings and public comments do not provide details on timing or purchase prices for the additional shares, leaving the precise entry points and cost basis for the added positions unspecified.


Reporter: Marcus Reed

Risks

  • Price volatility in Bitcoin and cryptocurrency-linked ETFs - the ETF lost over 23% in Q4 2025 and has declined by more than a fifth in 2026 - which affects market value for investors and related financial sectors.
  • Uncertainty around acquisition cost and timing - specific purchase prices for the increased ETF stakes were not disclosed in the filings, leaving investment entry points unspecified.
  • Broader market volatility that has driven Bitcoin down from its October peak to lower levels may continue to impact asset valuations and portfolio performance across financial and crypto service sectors.

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