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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

56 hedge funds and large institutions have $839M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more funds holding

Funds holding: 53 → 56 (+3)

2.58% more ownership

Funds ownership: 91.36% → 93.95% (+2.6%)

2% more capital invested

Capital invested by funds: $825M → $839M (+$14.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
15
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$29.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$10.6M
3
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
+$9.66M
4
UBS Group
UBS Group
Switzerland
+$3.04M
5
Bank of America
Bank of America
North Carolina
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$17.9M
2
GEM
Global Endowment Management
North Carolina
-$6.79M
3
Morgan Stanley
Morgan Stanley
New York
-$2.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
5
TRCT
Tower Research Capital (TRC)
New York
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
AmeriFlex Group
Nevada
$3.11K – – –
IWP
52
IAG Wealth Partners
Wisconsin
$2.95K – – –
AF
53
Allworth Financial
California
$2.44K – – –
AWM
54
AE Wealth Management
Kansas
$1.01K +$1.01K +11 New
IA
55
IFP Advisors
Florida
$829 +$824 +9 New
AAS
56
Ameritas Advisory Services
Nebraska
$92 +$92 +1 New
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
– -$17.9M -190,288 Closed
GI
58
Gradient Investments
Minnesota
– -$220K -2,340 Closed
FFA
59
Founders Financial Alliance
North Carolina
– -$13.7K -146 Closed
MTIC
60
Missouri Trust & Investment Company
Missouri
– -$5.74K -61 Closed
Wells Fargo
61
Wells Fargo
California
– -$1.79K -19 Closed
MFS
62
Mattson Financial Services
Michigan
– -$1.13K -12 Closed
AssetMark Inc
63
AssetMark Inc
California
– -$658 -7 Closed
CPG
64
Cornerstone Planning Group
New Jersey
– -$361 -4 Closed
1 2
3

BBRE Hedge Fund Activity: Q2 2025 in Review

56 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2025, worth a combined $839M — up 1.8% from $825M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBRE positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $29.7M. The largest seller was State of Tennessee, Department of Treasury, exiting entirely with an estimated $17.9M sold.

  • 56 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2025, up from 53 in Q1 2025.
  • Funds reported $839M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $29.7M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2025 was State of Tennessee, Department of Treasury, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2025.