Bitcoin ETF Outflows Hit $201M; IBIT Red for a 7th Day

The short version

Bitcoin ETF outflows came to $201.0 million on November 9, and BlackRock’s IBIT lost $213.2 million on its own, its seventh red session in a row and $1.66 billion since October 30.
Morgan Stanley’s MSBT was the only Bitcoin fund with inflows ($22.1 million), while Ethereum ETFs lost $184.6 million, their worst day of November.
Next: the October CPI at 13:30 UTC today, then Tuesday’s flows after the US close; we’ll post them on Base Camp on X once Farside has them.

US spot Bitcoin ETFs lost a net $201.0 million on Monday, November 9, and BlackRock’s IBIT once again lost more than the whole group: $213.2 million. That is its seventh red session in a row, worth $1.66 billion since October 30. Only Morgan Stanley’s MSBT took money in.

The good news is the pace. Monday’s Bitcoin ETF outflows were about half of Friday’s $411.9 million. Ethereum ETFs had the rougher day, losing $184.6 million, their biggest exit of November so far. BTC trades at $74,826 at the time of writing, hours before the October CPI report. So is the selling fading, or just pausing for the data?

Farside’s Monday post shows the day for every fund:

Who Sold Bitcoin ETFs on Monday?

Mostly IBIT holders, who made up all of Monday’s Bitcoin ETF outflows and then some. BlackRock’s fund lost $213.2 million and ARK’s ARKB $9.9 million, while MSBT took in $22.1 million, per Farside. The other nine funds reported zero.

MSBT’s $22.1 million is its best day in the three weeks Farside’s table covers. It also charges 0.14% a year, the lowest fee in the table, against 0.25% for IBIT. Someone switching to the cheaper fund would fit, but $22.1 million against $213.2 million is far too small to call a rotation.

Bitcoin ETF outflows over four days: +$74.6M Nov 4, -$430.2M Nov 5, -$411.9M Nov 6 and -$201.0M Nov 9, with IBIT -$213.2M and Ethereum ETFs -$184.6M on Monday — Spot Bitcoin and Ethereum ETF flows Farside Investors

Bitcoin ETF Outflows: $1.48 Billion Gone in November

November now stands at $1.48 billion out after six sessions, almost three times the $515.9 million that left in all of October. It started with a $398.6 million exit on November 2, and the worst day so far was last Thursday’s $430.2 million. Counting October 30, the funds have lost $2.13 billion in seven sessions, with one green day in between.

IBIT outflows carry most of it. The fund’s seven-day run adds up to $1.66 billion, though IBIT still holds about $64.9 billion of net inflows since launch on Farside’s count. A dent, then, not an exit. A stock rally didn’t pull holders back in either: the S&P 500 rose 2.3% on Monday and the Nasdaq 2.7%, and IBIT still lost $213.2 million.

Today’s CPI, out at 13:30 UTC (8:30 a.m. in Washington), is the next link in the chain, and it works roughly like this:

A hot number lifts the odds of a Fed rate hike on December 9.
Higher rates make an asset with no yield, like Bitcoin, harder to hold.
The big holders who react to that tend to sit in IBIT, so the outflows would likely keep coming.

A soft number would push the other way. Today’s Bitcoin ETF flows, out early Wednesday, will be the first to show which way the funds took it.

SIDE TRAIL: Bitcoin ETF Outflows Hit $1.28B This Week as IBIT Loses $1.21B

Ethereum ETF Outflows: The Worst Day of November

Ethereum ETF outflows reached $184.6 million on Monday, per Farside. BlackRock’s ETHA lost $119.3 million, Grayscale’s mini fund $25.0 million, BlackRock’s staked Ethereum fund ETHB $20.8 million and Fidelity’s FETH $19.1 million. MSSE took in $1.6 million.

Farside Investors @FarsideUK

𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 𝗘𝗧𝗙 𝗙𝗹𝗼𝘄 (𝗨𝗦$ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻) – 2026-11-09

TOTAL NET FLOW: -184.6

ETHA: -119.3
ETHB: -20.8
FETH: -19.1
ETHW: 0
TETH: -2
ETHV: 0
QETH: 0
EZET: 0
MSSE: 1.6
ETHE: 0
ETH: -25

5:52 AM · Nov 10, 2026 View on X

That puts Ethereum ETFs $549.8 million down in November, already a third of October’s $1.61 billion. ETH trades at $2,127 at the time of writing, and both Sunday’s and Monday’s closes sat under its 200-day moving average at $2,154.

Solana funds were quieter. Bitwise’s BSOL lost $5.9 million and three smaller funds a combined $1.8 million on Farside’s Solana table, about $7.7 million in all. SOL sits at $86.35, also under its 200-day average at $89.06.

Bitcoin Price: Stuck Between $74,968 and $76,264

Bitcoin ETF outflows and the BTCUSDT daily chart: BTC between support at $74,968 and resistance at $76,264, above the 200-day MA at $73,196 and under the 50-day at $81,470 — BTCUSDT Chart 1D Binance

The BTC price closed Sunday at $74,851, just under the September 15 low at $74,968, after a dip to $73,510. Monday closed back above it at $75,368, but the price has slipped under it again overnight.

The area to watch is $74,968 to $76,264. A daily close back over $76,264, the support that broke last Thursday, would say the sellers are running out. Below, Sunday’s low at $73,510 and the 200-day moving average at $73,196 are the next floor. The 50-day is far above at $81,470, and Fear & Greed reads 32.

TRAIL MAP: October CPI Tomorrow: What It Means for Bitcoin at $75K

Until a green day breaks it, IBIT’s count stands at seven sessions and $1.66 billion.

Written by

Teddy

Teddy has been trading crypto since 2016. The focus is altcoins and EMA setups: finding coins sitting on key levels, waiting for support to hold or a range to be reclaimed, and trading the move from there. Bitcoin sets the tone, but the opportunities are usually in the alts.