Macquarie Reduces Bitcoin ETF Holdings by 19.3% in Q1 2026, Increases Circle Position 188%

According to Foresight News, Macquarie Group Ltd reduced its Bitcoin ETF holdings in mid-May filings covering Q1 2026. The Australian financial services firm cut its IBIT position from 5.126 million shares to 4.139 million shares (down 19.3%), with asset value declining from approximately $255 million to $159 million. ETHA holdings also fell from 3.634 million shares to 3.289 million shares (down 9.5%), from approximately $81.5 million to $52.1 million.

On the crypto stocks side, Macquarie increased its Circle position by 188% to $2.326 million and added a new BitMine holding valued at $4.153 million as of Q1 end.