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JPMorgan BetaBuilders US Aggregate Bond ETF

99 hedge funds and large institutions have $744M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 9099 (+9)

0.22% more ownership

Funds ownership: 56.25%56.47% (+0.22%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

15% less capital invested

Capital invested by funds: $871M → $744M (-$126M)

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
37
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$217K -$84.2K -1,846 -28%
FA
77
Flagstar Advisors
New York
$212K +$209K +4,585 New
MHR
78
Matthew Hamilton Rosenberg
$162K +$69.5K +1,522 +77%
AF
79
Allworth Financial
California
$122K +$6.75K +148 +6%
US Bancorp
80
US Bancorp
Minnesota
$101K -$35.6K -781 -26%
FFA
81
Farther Finance Advisors
California
$46.1K -$456 -10 -1%
SS
82
Sunbelt Securities
Texas
$32.1K
CAM
83
Clarity Asset Management
Iowa
$18.5K +$18.3K +401 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$18.3K -$7.26K -159 -29%
LFA
85
LGT Financial Advisors
Texas
$18.1K -$593 -13 -3%
TIM
86
Total Investment Management
Arizona
$17.3K +$17.1K +374 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$16K +$13.3K +291 +393%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$12.7K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$10.9K
CTC
90
Central Trust Company
Missouri
$10.3K -$4.56K -100 -31%
WTC
91
WhitTier Trust Company
Nevada
$9.09K +$4.11K +90 +84%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$5.49K +$5.43K +119 New
KFI
93
Key Financial Inc
Pennsylvania
$4.29K
AAS
94
Ameritas Advisory Services
Nebraska
$2.26K +$2.24K +49 New
SWM
95
Spire Wealth Management
Virginia
$1.75K -$365 -8 -17%
AWM
96
AE Wealth Management
Kansas
$880 -$5.2K -114 -86%
SS
97
SBI Securities
Japan
$323 +$319 +7 New
CA
98
CoreCap Advisors
Michigan
$185
HI
99
Harbour Investments
Wisconsin
$46
Wells Fargo
100
Wells Fargo
California
$6

BBAG Hedge Fund Activity: Q2 2025 in Review

99 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2025, worth a combined $744M — down 15% from $871M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BBAG positions and 6 closed out — a net gain of 9 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was LPL Financial, adding an estimated $62.9M. The largest seller was Jane Street, cutting an estimated $224M.

  • 99 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2025, up from 90 in Q1 2025.
  • Funds reported $744M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $62.9M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2025 was Jane Street, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2025.