[Macquarie: Reduces Bitcoin ETF Holdings, Bets on Stablecoin Leader Circle] BlockBeats News, May 21 — According to a 13F filing submitted in mid-May by Australian financial services company Macquarie Group Ltd, its IBIT holdings decreased from 5.126 million shares to 4.139 million shares between the periods ending December 31, 2025, and March 31, 2026, a reduction of approximately 19.3%. The corresponding asset value dropped from about $255 million to $159 million. Similarly, ETHA holdings fell from 3.634 million shares to 3.289 million shares, a decrease of approximately 9.5%, with the asset value declining from about $81.5 million to $52.1 million. In the crypto stock segment, Macquarie Group reduced its Coinbase position by 19% but increased its stake in Circle by 188% (valued at $2.326 million as of the end of Q1) and added a new position in BitMine (valued at $4.153 million as of the end of Q1). In contrast, the firm did not exhibit aggressive buying in the AI sector, maintaining a cautious stance overall. Positions in NVIDIA, Palantir, and AMD all saw significant reductions, with only minor increases in semiconductor stocks like Micron Technology. [Original Link]