We are live on ! Find out more
BBRE icon

JPMorgan BetaBuilders MSCI US REIT ETF

57 hedge funds and large institutions have $939M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 5657 (+1)

5% more capital invested

Capital invested by funds: $896M → $939M (+$42.9M)

2.57% less ownership

Funds ownership: 94.41%91.83% (-2.6%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
10
Increased
15
Reduced
17
Closed
8
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
$414M +$18M +184,886 +4%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$249M -$11.3M -116,484 -4%
APCM
3
Alaska Permanent Capital Management
Alaska
$48.5M +$1.28M +13,150 +3%
GEM
4
Global Endowment Management
North Carolina
$41.8M -$6.42M -65,898 -13%
HighTower Advisors
5
HighTower Advisors
Illinois
$37.5M -$15.6M -159,850 -29%
Bank of America
6
Bank of America
North Carolina
$35.5M -$578K -5,934 -2%
AWA
7
Alaska Wealth Advisors
Alaska
$27.4M +$981K +10,075 +4%
BFG
8
Bleakley Financial Group
New Jersey
$27M +$24.4M +250,816 +802%
CIA
9
Concurrent Investment Advisors
Florida
$13.4M +$13.7M +140,215 New
Morgan Stanley
10
Morgan Stanley
New York
$12.4M +$396K +4,072 +3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$12M +$794K +8,150 +7%
Two Sigma Investments
12
Two Sigma Investments
New York
$4.34M +$2.67M +27,400 +152%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.67M +$1.29M +13,287 +91%
Corient Private Wealth
14
Corient Private Wealth
Florida
$2.64M -$2.86M -29,360 -52%
Citadel Advisors
15
Citadel Advisors
Florida
$1.7M +$1.73M +17,756 New
LPL Financial
16
LPL Financial
California
$1.68M +$82.8K +850 +5%
Goldman Sachs
17
Goldman Sachs
New York
$1.55M -$693K -7,113 -31%
PAG
18
Private Advisor Group
New Jersey
$619K -$101K -1,037 -14%
IIM
19
IFC & Insurance Marketing
California
$563K -$1.8M -18,523 -76%
FTUS
20
Flow Traders U.S.
New York
$454K -$1.3M -13,360 -74%
PWA
21
Peterson Wealth Advisors
Utah
$394K -$46.6K -479 -10%
MA
22
Mutual Advisors
Nebraska
$308K +$876 +9 +0.3%
Raymond James Financial
23
Raymond James Financial
Florida
$300K +$78.4K +805 +35%
BBNB
24
Baker Boyer National Bank
Washington
$290K
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$233K -$412K -4,231 -64%