Bitcoin spot ETFs saw a remarkable $4.61 billion in net inflows, surpassing Ethereum spot ETFs for the first time in weeks. This signals a shift in institutional sentiment, with Bitcoin regaining its lead in ETF demand following Ethereum’s temporary advantage.

Investors Shift Focus from ETH to BTC

Analyst Maartun noted through X that ETF flow dynamics have shifted recently, with Bitcoin drawing in $4.61 billion, while Ethereum has only managed $1.05 billion. He stated:

“The rotation is clear: ETH → BTC.”

This correlates with a decline in the ETH/BTC price ratio, indicating that funds are moving from Ethereum to Bitcoin.

Although Ethereum ETFs had previously outperformed Bitcoin in terms of capital flow throughout 2025, the latest data suggests a reversal. As of mid-October, accumulative net investments for Ethereum ETFs reached $14.4 billion, while total assets under management exceeded $30 billion.

BlackRock’s IBIT Nearing $100 Billion

The iShares spot Bitcoin ETF by BlackRock is notably nearing the $100 billion AUM milestone. Analyst Nate Geraci remarked that this fund could take less than 450 days to reach this point, markedly faster than the market’s largest ETF, the Vanguard S&P 500 ETF, which exceeded it in over 2,000 days.

In just one year, IBIT has generated a 79.82% return, with recent investments this month hitting $1.66 billion, bringing total net inflows since launch to $62.63 billion.