
U.S. spot Bitcoin ETFs posted $1.32B of net inflows in March 2026 — the first monthly gain since October 2025 — a development that reshapes how portfolio managers should think about AUM resilience, supply dynamics, and near-term volatility.

AUM for US spot Bitcoin ETFs slipping below $100B changes the math for liquidity and price sensitivity — especially when flows are dispersed across IBIT, FBTC and ARKB. Traders should read fund-level flow dispersion, not just aggregate totals, to time entries and assess execution risk.