We are live on ! Find out more
BBAG icon

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
JP Morgan Chase
1
JP Morgan Chase
New York
$223M -$34.6M -757,441 -14%
LPL Financial
2
LPL Financial
California
$172M +$62.9M +1,377,640 +58%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$73.8M +$36.6M +801,874 +101%
CCA
4
Clearwater Capital Advisors
Illinois
$44.9M +$107K +2,355 +0.2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$31.2M +$13M +285,524 +73%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$24.6M +$469K +10,283 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$17.5M +$4.8M +105,084 +38%
IHWM
8
Iron Horse Wealth Management
Iowa
$15.7M +$169K +3,703 +1%
Morgan Stanley
9
Morgan Stanley
New York
$13.6M +$11.2M +245,245 +490%
WAAG
10
Wealth Alliance Advisory Group
Kansas
$11.9M -$29K -636 -0.2%
PAS
11
Park Avenue Securities
New York
$10.3M +$10.2M +222,629 New
Jane Street
12
Jane Street
New York
$9.06M -$224M -4,908,931 -96%
SHJ
13
Sharkey, Howes & Javer
Colorado
$8.76M -$3.14M -68,913 -27%
HighTower Advisors
14
HighTower Advisors
Illinois
$8.23M +$69.3K +1,519 +0.9%
HCA
15
Heck Capital Advisors
Wisconsin
$7.95M +$416K +9,123 +6%
CA
16
CGN Advisors
Kansas
$5.65M -$517K -11,321 -8%
Citadel Advisors
17
Citadel Advisors
Florida
$4.95M +$1.37M +30,063 +39%
AC
18
Apella Capital
Connecticut
$4.84M +$3.02M +66,278 +167%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.43M +$2.13M +46,583 +95%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.06M +$3.2M +70,223 +398%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.03M +$1.07M +23,428 +37%
KFG
22
Kelly Financial Group
Connecticut
$3.28M -$169K -3,708 -5%
TWP
23
Triad Wealth Partners
Kansas
$2.21M -$325K -7,124 -13%
B
24
Bailard
California
$2.17M +$127K +2,791 +6%
AA
25
ACT Advisors
North Carolina
$2.1M +$29.2K +640 +1%

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.