BlockBeats News, May 21st. According to the 13F filing submitted by Australia's financial services company Macquarie Group Ltd in mid-May, comparing the 13Fs for the periods ending December 31, 2025, and March 31, 2026, its IBIT holdings decreased from 5.126 million shares to 4.139 million shares, a reduction of approximately 19.3%, with the corresponding asset value dropping from around $255 million to $159 million; ETHA holdings also decreased from 3.634 million shares to 3.289 million shares, a decrease of about 9.5%, with the corresponding asset value declining from around $81.5 million to $52.1 million.

Simultaneously, on the cryptocurrency stock front, Macquarie Group reduced its position on Coinbase by 19% but increased its holdings on Circle by 188% (valued at $2.326 million as of the end of the first quarter) and added a position in BitMine (valued at $4.153 million as of the end of the first quarter). In contrast, its approach in the AI sector did not show aggressive accumulation but was overall cautious. Positions in NVIDIA, Palantir, AMD, and others saw significant decreases, with only a few semiconductor targets like Micron Technology seeing slight increases in holdings.