Гарвардский университет почти утроил позицию в ETF от BlackRock

cryptonews.ruPublicado em 2025-11-26Última atualização em 2025-11-26

Гарвардский университет почти утроил вложения в спотовый ETF на базе биткоина (BTC). Об этом сообщает The Block со ссылкой на отчетность, в которой раскрывается структура активов крупнейшего в мире академического эндаумента.

В третьем квартале Гарвард сообщил о владении 6 813 612 акциями IBIT от финансового гиганта BlackRock. Это на 257% больше показателя на конец июня (1 906 000 акций).

Тогда IBIT занимал пятое место в инвестиционном портфеле университета. Сейчас соответствующая позиция стала крупнейшей, обойдя Microsoft, Amazon и SPDR Gold Trust, и показала самый значительный прирост за квартал.

Из данных отчетности не ясно, сколько Гарвард потратил на акции между двумя датами отчетности. Раскрытые позиции составляют лишь небольшую часть эндаумента университета, оцениваемого примерно в $57 млрд.

«Это едва ли не лучший сигнал доверия, который вообще может получить ETF», — написал аналитик Bloomberg Эрик Балчунас.

Он отметил, что вложенные университетом полмиллиарда составляют всего 1% общего эндаумента. Однако этой суммы все равно достаточно, чтобы занять 16 место среди держателей IBIT.

Инвестиции
Структура эндаумента Гарвардского университета. Источник: X-аккаунт Эрика Балчунаса.

IBIT остается крупнейшим спотовым биткоин-ETF. Под его управлением активы на ~$75 млрд.

Инвестиции
Рейтинг спотовых биткоин-ETF по объему активов под управлением. Источник: SoSoValue.

Не только Гарвард

Частный исследовательский университет Эмори также нарастил вложения в биткоин-ETF, следует из недавно подданной отчетности.

По состоянию на 30 сентября учреждение владеет более чем 1 млн акций биткоин-ETF Bitcoin Mini Trust от Grayscale (тикер BTC) с активами под управлением на $4,3 млрд. Вложения в BTC выросли на 91% с июня.

Организация также держит 4450 акций IBIT, этот показатель не изменился с прошлого отчета. Совокупный объем позиции составляет $42,9 млн.

Университет Эмори стал первым в США вузом, раскрывшим вложения в спотовые биткоин-ETF.

«Самостоятельная работа с такими инструментами связана с рисками», — отметил доцент кафедры учета Мэттью Лайл, комментируя первоначальные вложения в биткоин-ETF более чем на $15 млн.

Он отметил, что компании вроде Grayscale или BlackRock вряд ли могут «просто забрать деньги клиентов», поскольку это хорошо известные игроки.

Суверенный фонд Al Warda Investments из ОАЭ сообщил о владении 7 963 393 акциями IBIT от BlackRock стоимостью $517,6 млн по состоянию на 30 сентября. Это примерно на 230% больше по сравнению с 2 411 034 акциями, о которых структура отчиталась в июне, когда позиция впервые появилась в документации.

По теме: гарвардский экономист признал ошибку с прогнозом обвала биткоина до $100

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