Ark Invest Sells $40M Bitcoin ETF Stake in Portfolio Rebalance

ARK Invest sold 1.53 million shares of the ARK 21Shares Bitcoin ETF (ARKB), worth roughly $39.8M, while buying approximately 239,000 shares of CoreWeave (CRWV) valued at about $24.7M, according to a September 21, 2026 report from Yahoo Finance. The pairing points to a possible allocation shift within Cathie Wood’s flagship strategies toward AI infrastructure, but the trades alone do not establish that ARK has abandoned its longer-term Bitcoin thesis. Bitcoin ETFs with +$1b in flows, biggest one day flow haul since the good old days of last Oct. $IBIT led w $381m (4th overall) while $ARKB & $FBTC had over $200m each, but all of the Big Six contributed. Also keep in mind these flows are prob mostly from Fri's action not yest,… pic.twitter.com/fbi61a5gR3 — Eric Balchunas (@EricBalchunas) September 22, 2026 ARK’s rotation involved more than just a crypto-for-AI swap, adding about $7.25M of Meta Platforms (META) to their portfolio. They also reduced positions, selling approximately $13.5M of Circle Internet (CRCL) and $6.8M of Coinbase Global (COIN), with a smaller cut in Bullish. ARK shares daily updates on portfolio holdings and ETF trade information via email, providing transparency well before quarterly SEC Form 13F filings. This context helps explain Bitcoin ETF outflow dynamics without treating any single sale as a sign of retreat from the asset class. How ARK’s Bitcoin ETF Sale Has Shifted its Portfolio Breaking: CoreWeave is up 5.4% today$CRWV added ~$2,600,000,000 in market cap today Why it's moving: • Brought up its first Nvidia Vera Rubin NVL72 cluster. Non-GPU revenue already topped $400M annualized • Rothschild & Co Redburn initiated Sell with a $54 price target… pic.twitter.com/dATDxEHR5x — Autopilot (@joinautopilot) September 21, 2026 The CoreWeave purchase, roughly 239,000 shares for about $24.7M, was among ARK’s largest single buys of the week, according to the GuruFocus account. Beyond CoreWeave and Meta, ARK added about $9.3M to Guardant Health, $8.9M to Ionis Pharmaceuticals, and $5.8M to AeroVironment, spreading fresh capital across healthcare and aerospace alongside the AI infrastructure bet. On the sell side, technology names took hits beyond ARKB: about $10M of Advanced Micro Devices (AMD), $13.1M of Alphabet (GOOG), $6.5M of Shopify (SHOP), and $5.9M of Palantir Technologies (PLTR). Healthcare also saw a notable reduction, with roughly $21.8M of 10x Genomics sold in the same stretch. The available GuruFocus report describes ARK’s CoreWeave activity as a purchase of roughly 239,000 shares valued at about $24.7 million. Without underlying transaction records supporting a different sequence or net calculation, that reported purchase is the relevant figure for assessing the week’s activity. Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bull Run?