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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

57 hedge funds and large institutions have $892M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $839M → $892M (+$53M)

2% more funds holding

Funds holding: 56 → 57 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.02% less ownership

Funds ownership: 93.95% → 93.93% (-0.02%)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
20
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
+$8.91M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.55M
4
AWA
Alaska Wealth Advisors
Alaska
+$2.46M
5
FTUS
Flow Traders U.S.
New York
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.11M
2
GEM
Global Endowment Management
North Carolina
-$1.05M
3
Goldman Sachs
Goldman Sachs
New York
-$780K
4
UBS Group
UBS Group
Switzerland
-$396K
5
MA
Mutual Advisors
Nebraska
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$274K -$326K -3,489 -55%
IAN
27
Integrated Advisors Network
Texas
$227K +$1.96K +21 +0.9%
SIA
28
SkyView Investment Advisors
New Jersey
$226K +$222K +2,370 New
Mariner
29
Mariner
Kansas
$216K +$7.29K +78 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$204K -$27.7K -296 -12%
FWM
31
Fortress Wealth Management
California
$202K -$106K -1,130 -35%
KFP
32
Kerr Financial Planning
California
$115K +$115K +1,225 New
AWM
33
Angeles Wealth Management
California
$104K – – –
VCM
34
Versant Capital Management
Arizona
$89K – – –
FFA
35
Farther Finance Advisors
California
$44.4K -$9.25K -99 -18%
ACA
36
Aptus Capital Advisors
Alabama
$43.9K +$93 +1 +0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$38K – – –
Comerica Bank
38
Comerica Bank
Texas
$36.5K -$2.24K -24 -6%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$27.7K +$280 +3 +1%
CT
40
Colonial Trust
South Carolina
$26.8K – – –
HI
41
Harbour Investments
Wisconsin
$20.6K – – –
RFP
42
Root Financial Partners
California
$17.7K +$17.4K +186 New
SIS
43
Sound Income Strategies
Florida
$17K – – –
ASN
44
Advisory Services Network
Georgia
$14.6K +$14.3K +153 New
NA
45
NewEdge Advisors
Louisiana
$14.3K – – –
FFA
46
Founders Financial Alliance
North Carolina
$13.9K +$13.6K +146 New
PTC
47
Private Trust Company
Ohio
$13.4K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$11.4K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$6.97K +$6.82K +73 New
AG
50
AmeriFlex Group
Nevada
$6.49K +$3.18K +34 +100%
1
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BBRE Hedge Fund Activity: Q3 2025 in Review

57 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q3 2025, worth a combined $892M — up 6.3% from $839M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BBRE positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $8.91M. The largest seller was Morgan Stanley, cutting an estimated $4.11M.

  • 57 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q3 2025, up from 56 in Q2 2025.
  • Funds reported $892M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q3 2025 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $8.91M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q3 2025 was Morgan Stanley, an estimated $4.11M sold.

Based on aggregated 13F filings for Q3 2025.