JPMorgan BetaBuilders MSCI U.S. REIT
BBRE • BATS
JPMorgan BetaBuilders MSCI U.S. REIT is an exchange-traded fund on BATS. As of Q3 2025, 55 institutional investors hold shares in this ETF, with total holdings valued at $892.0M. JPMORGAN CHASE & CO is the largest holder with a position valued at $395.4M.
Overview
Overview of institutional ownership in BBRE as of Q3 2025
All Institutions
- Institutions
- 55
- Value Held
- $892.0M
- Shares Held
- 9.3M
- Avg Position
- $16.2M
- Median Position
- $215.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $274.4K
- Shares Held
- 2.9K
- Avg Position
- $274.4K
- Median Position
- $274.4K
Biggest Investors
Institutions with the largest positions in BBRE as of Q3 2025
| Institution | Position Value |
|---|---|
 JPMORGAN CHASE & CO Institution | $395.4M 0.03% of portfolio |
U UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO Institution | $255.8M 37.02% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $53.0M 0.06% of portfolio |
 Alaska Permanent Capital Management RIA/Wealth | $48.6M 3.58% of portfolio |
 Global Endowment Management, LP Fund of Funds | $36.1M 4.52% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $33.7M 0.00% of portfolio |
 APCM Wealth Management for Individuals RIA/Wealth | $25.4M 3.33% of portfolio |
 MORGAN STANLEY RIA/Wealth | $12.3M 0.00% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $10.7M 0.01% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $3.7M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BBRE in Q3 2025
- Traded
- +$22.2M
- Buyers
- 27
- Sellers
- 23
- Total Bought
- +$30.3M
- Total Sold
- −$8.1M
- Avg Position
- $14.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
U UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO Institution | +$9.1M +95.3K shares |
JPMORGAN CHASE & CO Institution | +$7.1M +74.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.6M +27.3K shares |
APCM Wealth Management for Individuals RIA/Wealth | +$2.5M +26.3K shares |
F FLOW TRADERS U.S. LLC Institution | +$2.5M +25.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.1M +21.8K shares |
Alaska Permanent Capital Management RIA/Wealth | +$1.7M +18.0K shares |
HighTower Advisors, LLC RIA/Wealth | +$1.1M +11.7K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$560.4K +5.9K shares |
T Tower Research Capital LLC Institution | +$457.6K +4.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$4.2M −43.9K shares |
Global Endowment Management, LP Fund of Funds | −$1.1M −11.2K shares |
 GOLDMAN SACHS GROUP INC Institution | −$796.5K −8.3K shares |
 Mutual Advisors, LLC RIA/Wealth | −$405.1K −4.2K shares |
 UBS Group AG Institution | −$404.0K −4.2K shares |
C CI Private Wealth, LLC RIA/Wealth | −$336.6K −3.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$333.1K −3.5K shares |
 5T Wealth, LLC RIA/Wealth | −$221.6K −2.4K shares |
 Fortress Wealth Management, Inc. RIA/Wealth | −$107.9K −1.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$93.5K −1.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BBRE in Q3 2025
- New Positions
- 3
- New Value
- $35.9K
- Exited Positions
- 7
- Exited Value
- $356.2K
New Positions
| Institution | Position Value |
|---|---|
R Root Financial Partners, LLC RIA/Wealth | $17.7K 186.0 shares |
A Advisory Services Network, LLC RIA/Wealth | $14.6K 153.0 shares |
 MAI Wealth Advisors RIA/Wealth | $3.5K 37.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
5T Wealth, LLC RIA/Wealth | $221.6K 2.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $93.5K 1.0K shares |
 Capital Analysts, Inc. RIA/Wealth | $19.3K 210.0 shares |
 LGT Financial Advisors LLC RIA/Wealth | $10.6K 115.0 shares |
Q Qube Research & Technologies Ltd Institution | $10.0K 109.0 shares |
 AE Wealth Management LLC RIA/Wealth | $1.0K 11.0 shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $92.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BBRE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BBRE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
U UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO Institution | 37.02% $255.8M |
Global Endowment Management, LP Fund of Funds | 4.52% $36.1M |
Alaska Permanent Capital Management RIA/Wealth | 3.58% $48.6M |
APCM Wealth Management for Individuals RIA/Wealth | 3.33% $25.4M |
F FLOW TRADERS U.S. LLC Institution | 0.12% $2.5M |
Fortress Wealth Management, Inc. RIA/Wealth | 0.09% $202.1K |
 Peterson Wealth Advisors, LLC RIA/Wealth | 0.06% $427.9K |
HighTower Advisors, LLC RIA/Wealth | 0.06% $53.0M |
 Newbridge Financial Services Group, Inc. RIA/Wealth | 0.05% $353.1K |
K Krasney Financial LLC RIA/Wealth | 0.03% $282.7K |
Hedge Fund Spotlight
Discover hedge funds investing in BBRE
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in JPMorgan BetaBuilders MSCI U.S. REIT
- Market Value
- $274.4K
- Shares Held
- 2.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
