SURVYR
13F ADDED +29% · CAPULA Institutional Filing Alert

Capula Investment Management (Yan Huo · Fixed Income & Macro RV) highlighted IBIT in latest 13F

Global macro & relative-value book with digital-asset basis (IBIT), gold (GLD), and liquid US equity index hedges

Capula 13F › All Filing Alerts › SEC Filing ↗

IBIT

iShares Bitcoin Trust ETF
$45.70
+$0.48 (1.06%)Oct 27 close
US Equities CompareTechnicals
1M3M6M1Y2Y
-50%-34%-17%-1%+15%Oct 2025Oct 2026Apr 202652w high $65.9752w low $32.84
IBITSPY
Wall St. Highest PT $82.83 (+81.2%) Wall St. Avg PT $67.89 (+48.6%)
$33$48$63$77$92POC $37Hi $83Avg $68
Underwater Drawdown %Max DD -49.0%Current -30.0%
0.0%-49.0%
Relative Strength vs SPY-43.5% vs SPYUnderperforming
+69%0%-69%
1W
−$1.01 (2.16%)
1M
−$1.87 (3.93%)
3M
+$9.56 (26.45%)
6M
+$2.43 (5.62%)
YTD
−$3.95 (7.96%)
1Y
−$19.58 (29.99%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street & Morningstar coverage
Wall Street consensusNo covering analysts on file for IBIT
Analyst price targetsNo target range on file
Morningstar star ratingNot rated
Checked Wall Street & Morningstar feeds · All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

52-week range$32.84 – $65.97

What they do

The shares are intended to constitute a simple means of making an investment similar to an investment in bitcoin rather than by acquiring, holding and trading bitcoin directly on a peer-to-peer or other basis or via a digital asset exchange. The fund is non-diversified.

US Equities
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

No sector grades for IBIT yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

Next report: –
No EPS history available.

News & catalysts

More news
Can Bitcoin Get Back Above $85,000 in November?
24/7 Wall St. · Oct 24
Circle Internet Jumps 6% as OCC Finalizes GENIUS Act Stablecoin Rules; Strategy Surges 8%, Coinbase Climbs 5%
24/7 Wall St. · Oct 21

Stats refreshed 2026-10-25 14:53:59 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026