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FlexShares Real Assets Allocation Index Fund (ASET) Institutional Ownership

FlexShares Real Assets Allocation Index Fund logo
$32.89 +0.05 (+0.15%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for FlexShares Real Assets Allocation Index Fund (NASDAQ:ASET)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.45M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$330.20K
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ASET Institutional Buying and Selling by Quarter

FlexShares Real Assets Allocation Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC18,615$579K0.0%-25.3%8.461%
4/17/2025NBT Bank N A NY21,965$684K0.0%+86.9%8.786%
2/17/2025Bank of America Corp DE7,610$227K0.0%-37.1%3.459%
2/14/2025Jane Street Group LLC24,930$743K0.0%N/A11.332%
1/7/2025Bath Savings Trust Co7,800$232K0.0%+16.4%3.120%
7/31/2024NBT Bank N A NY11,750$354K0.0%N/A4.196%
4/24/2024Strid Group LLC8,646$269K0.0%-58.1%2.470%
4/15/2024Wealthcare Advisory Partners LLC10,498$327K0.0%-79.9%3.281%
4/8/2024Bath Savings Trust Co6,700$208K0.0%N/A1.914%
2/6/2024Wealthcare Advisory Partners LLC52,332$1.61M0.1%-9.2%9.515%
1/31/2024Strid Group LLC20,636$633K0.1%+134.1%3.752%
11/13/2023Kestra Advisory Services LLC11,931$339K0.0%-5.2%1.989%
10/12/2023Wealthcare Advisory Partners LLC57,626$1.64M0.1%-8.3%9.604%
10/10/2023Strid Group LLC8,816$251K0.1%+7.4%1.469%
8/2/2023Bank of Montreal Can4,402$134K0.0%N/A0.677%
7/25/2023Strid Group LLC8,210$245K0.1%-48.3%1.263%
7/17/2023Wealthcare Advisory Partners LLC62,844$1.88M0.1%-5.0%9.668%
5/4/2023Wealthcare Advisory Partners LLC66,144$2.00M0.1%+42.8%9.449%
5/4/2023Fi3 FINANCIAL ADVISORS LLC35,979$1.09M0.6%-15.6%5.140%
4/24/2023Fifth Third Bancorp1,030$31K0.0%+194.3%0.147%
2/13/2023Wealthcare Advisory Partners LLC46,307$1.39M0.1%N/A5.788%
2/10/2023Advisor Group Holdings Inc.70,692$2.12M0.0%+17.3%8.837%
2/7/2023Envestnet Asset Management Inc.8,480$254K0.0%N/A1.060%
2/6/2023Fi3 FINANCIAL ADVISORS LLC42,606$1.28M0.7%N/A5.326%
2/2/2023Dearborn Partners LLC7,688$231K0.0%-28.9%0.961%
1/31/2023Kestra Advisory Services LLC18,251$547K0.0%+48.0%2.281%
11/15/2022Sowell Financial Services LLC10,453$284K0.0%N/A1.045%
11/4/2022Legacy CG LLC329,935$8.96M5.9%+1.5%32.994%
10/12/2022Strid Group LLC15,829$430K0.1%N/A1.583%
7/20/2022Dearborn Partners LLC12,000$363K0.0%+45.5%1.176%
5/4/2022Dearborn Partners LLC8,250$292K0.0%N/A0.524%
5/4/2022Legacy CG LLC325,150$11.49M7.5%N/A20.644%
4/26/2022Kestra Advisory Services LLC10,439$369K0.0%N/A0.663%
2/9/2022Sowell Financial Services LLC23,156$791K0.0%+19.1%1.930%
2/7/2022Concourse Financial Group Securities Inc.11,560$395K0.0%+25.8%0.963%
2/1/2022Fifth Third Bancorp2,150$73K0.0%-39.0%0.179%
11/9/2021Concourse Financial Group Securities Inc.9,186$295K0.0%+6.7%1.021%
11/4/2021Sowell Financial Services LLC19,440$625K0.0%+12.6%2.160%
10/15/2021Fifth Third Bancorp3,525$113K0.0%N/A0.381%
8/12/2021Strategic Blueprint LLC3,850$128K0.0%N/A0.416%
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8/5/2021Sowell Financial Services LLC17,259$573K0.0%+49.6%1.866%
5/17/2021Royal Bank of Canada21,517$680K0.0%-9.8%8.607%
(Data available from 1/1/2016 forward)

ASET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ASET shares?

During the previous two years, the following institutional investors and hedge funds held shares of FlexShares Real Assets Allocation Index Fund shares: NBT Bank N A NY ($684K), Jane Street Group LLC ($579K), Kestra Advisory Services LLC ($339K), Wealthcare Advisory Partners LLC ($327K), Strid Group LLC ($269K), Bath Savings Trust Co ($232K), and Bank of America Corp DE ($227K).Learn more on FlexShares Real Assets Allocation Index Fund's institutional investors.

Which institutional investors have been buying FlexShares Real Assets Allocation Index Fund's stock?

The following institutional investors have purchased FlexShares Real Assets Allocation Index Fund's stock in the last 24 months: Jane Street Group LLC ($24.93K), NBT Bank N A NY ($21.97K), Strid Group LLC ($12.43K), Bath Savings Trust Co ($7.80K), and Bank of Montreal Can ($4.40K).

How much institutional buying is happening at FlexShares Real Assets Allocation Index Fund?

Institutional investors have bought a total of 47,995 shares in the last 24 months. This purchase volume represents approximately $1.45M in transactions.

Which of FlexShares Real Assets Allocation Index Fund's major shareholders have been selling company stock?

The following institutional investors have sold FlexShares Real Assets Allocation Index Fund stock in the last 24 months: Jane Street Group LLC ($6.32K), and Bank of America Corp DE ($4.48K).

How much institutional selling is happening at FlexShares Real Assets Allocation Index Fund?

Institutional investors have sold a total of 10,798 shares in the last 24 months. This volume of shares sold represents approximately $330.20K in transactions.



This page (NASDAQ:ASET) was last updated on 7/4/2025 by MarketBeat.com Staff
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