U.S. Spot Bitcoin ETFs Shed $462.7M for the Week, Snapping 2026's Best Three-Week Inflow Run

U.S. spot Bitcoin ETFs swung back into the red, posting $462.7 million in net outflows over the four trading days from Sept. 8 to Sept. 11 and ending their strongest three-week inflow streak of 2026. The pullback came as Bitcoin stayed below the key $80,000 level, last trading around $77,900 on Monday after failing to extend a recent rebound. Outflows accelerated late in the week. Thursday alone saw $282.7 million leave the group, the biggest single-day withdrawal since July, underscoring how quickly demand cooled as price momentum stalled near a major psychological threshold. Redemptions were concentrated in the largest products. ARK 21Shares Bitcoin ETF led the week's withdrawals with $234.2 million in net outflows. Grayscale's Bitcoin Trust ETF followed with $129.1 million. BlackRock's iShares Bitcoin Trust ETF recorded $52.5 million in outflows, while Fidelity's Wise Origin Bitcoin Fund lost $50.7 million. Even with the weekly reversal, the category remains positive for September. Through Friday, U.S. spot Bitcoin ETFs still showed $307.3 million in net inflows for the month, indicating the latest selling has not fully erased earlier demand. Ethereum ETFs moved in the opposite direction, attracting $196.9 million in net inflows over the same four-day period. Flows were mixed early in the week, with $24.3 million leaving Tuesday, $34.7 million entering Wednesday, and $29.9 million exiting Thursday. Friday flipped the tone as Ether funds pulled in $216.4 million in a single session. BlackRock's iShares Ethereum Trust ETF accounted for $148.8 million of Friday's total, and the 21Shares Core Ethereum ETF added $29.1 million. The split in flows lands ahead of a key macro catalyst: the Federal Reserve's rate decision on Sept. 16, with inflation and tighter-policy expectations pressuring risk assets. Bitcoin ETF investors appear to be approaching the decision more cautiously, while Ethereum funds just delivered their strongest day of the week. Whether the divergence holds may hinge on how markets read the Fed and whether Bitcoin can reclaim $80,000 after the recovery attempt faded.