JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
28 hedge funds and large institutions have $25.8M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
19% more capital invested
Capital invested by funds: $21.7M → $25.8M (+$4.08M)
4.2% more ownership
Funds ownership: 54.17% → 58.38% (+4.2%)
3% less funds holding
Funds holding: 29 → 28 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$2.03M |
| 2 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$898K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$871K |
| 4 |
UBS AM
Chicago,
Illinois
|
+$502K |
| 5 |
Morgan Stanley
New York
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$588K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$584K |
| 3 |
Cerity Partners
New York
|
-$65.6K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$24.6K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$6.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $862 | -$46 | -1 | -5% |
|
|
FIM
27
FWL Investment Management
Dallas,
Texas
| $91 | -$229 | -5 | -71% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $91 | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $19 | – | – | – |
|
|
IA
30
Integrity Alliance
Urbandale,
Iowa
| – | -$588K | -12,832 | Closed |
|
|
FTUS
31
Flow Traders U.S.
New York
| – | -$584K | -12,748 | Closed |
|
|
32
Jones Financial Companies
Des Peres,
Missouri
| – | -$6.28K | -137 | Closed |
|
|
OSAM
33
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$321 | -7 | Closed |
|
|
TCM
34
Triumph Capital Management
Denver,
Colorado
| – | -$321 | -7 | Closed |
|
BBCB Hedge Fund Activity: Q1 2026 in Review
28 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q1 2026, worth a combined $25.8M — up 19% from $21.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BBCB and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 15 added.
The largest buyer was SMART Wealth, opening a new position worth an estimated $2.03M. The largest seller was Integrity Alliance, exiting entirely with an estimated $588K sold.
- 28 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q1 2026, down from 29 in Q4 2025.
- Funds reported $25.8M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q1 2026, up 19% quarter-over-quarter.
- 4 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q1 2026 and 5 closed out, a net change of -1 holder.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q1 2026 was SMART Wealth, an estimated $2.03M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q1 2026 was Integrity Alliance, an estimated $588K sold.
Based on aggregated 13F filings for Q1 2026.