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Flexshares Real Assets Allocation Index Fund (ASET) Institutional Ownership

Flexshares Real Assets Allocation Index Fund logo
$31.09 +0.49 (+1.60%)
Closing price 04/17/2025 01:56 PM Eastern
Extended Trading
$30.92 -0.16 (-0.53%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
$506.51K
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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
4/17/2025 NBT 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%
1/7/2025 Bath Savings Trust Co7,800$232K0.0%+16.4%3.120%
7/31/2024 NBT Bank N A NY11,750$354K0.0%N/A4.196%
4/24/2024Strid Group LLC8,646$269K0.0%-58.1%2.470%
4/15/2024 Wealthcare Advisory Partners LLC10,498$327K0.0%-79.9%3.281%
4/8/2024 Bath Savings Trust Co6,700$208K0.0%N/A1.914%
2/6/2024 Wealthcare 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%
10/12/2023 Wealthcare 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%
7/17/2023 Wealthcare Advisory Partners LLC62,844$1.88M0.1%-5.0%9.668%
5/4/2023 Wealthcare 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%
4/24/2023 Fifth Third Bancorp1,030$31K0.0%+194.3%0.147%
2/13/2023 Wealthcare 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%
11/15/2022 Sowell 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%
2/9/2022 Sowell 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%
2/1/2022 Fifth Third Bancorp2,150$73K0.0%-39.0%0.179%
11/9/2021Concourse Financial Group Securities Inc.9,186$295K0.0%+6.7%1.021%
11/4/2021 Sowell Financial Services LLC19,440$625K0.0%+12.6%2.160%
10/15/2021 Fifth Third Bancorp3,525$113K0.0%N/A0.381%
8/12/2021Strategic Blueprint LLC3,850$128K0.0%N/A0.416%
8/5/2021 Sowell Financial Services LLC17,259$573K0.0%+49.6%1.866%
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5/17/2021Royal Bank of Canada21,517$680K0.0%-9.8%8.607%
5/13/2021Proequities Inc.8,411$264K0.0%+4.4%3.738%
5/7/2021 Sowell Financial Services LLC11,538$389K0.0%N/A5.128%
(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, 10 institutional investors and hedge funds held shares of Flexshares Real Assets Allocation Index Fund. The most heavily invested institutionals were Fi3 FINANCIAL ADVISORS LLC ($1.09M), Jane Street Group LLC ($743K), NBT Bank N A NY ($684K), Kestra Advisory Services LLC ($339K), Wealthcare Advisory Partners LLC ($327K), Strid Group LLC ($269K), and Bath Savings Trust Co ($232K).Learn more on ASET's institutional investors.

Which institutional investors have been buying Flexshares Real Assets Allocation Index Fund stock?

The following institutional investors have purchased Flexshares Real Assets Allocation Index Fund stock in the last 24 months: Jane Street Group LLC ($24.93K), NBT Bank N A NY ($21.97K), Wealthcare Advisory Partners LLC ($19.84K), Strid Group LLC ($12.43K), Bath Savings Trust Co ($7.80K), Bank of Montreal Can ($4.40K), and Fifth Third Bancorp ($680.00).

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

Institutional investors have bought a total of 92,040 shares in the last 24 months. This purchase volume represents approximately $3.41M in transactions.

Which Flexshares Real Assets Allocation Index Fund 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: Wealthcare Advisory Partners LLC ($55.65K), Strid Group LLC ($19.66K), Fi3 FINANCIAL ADVISORS LLC ($6.63K), Bank of America Corp DE ($4.48K), and Kestra Advisory Services LLC ($651.00).

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

Institutional investors have sold a total of 87,069 shares in the last 24 months. This volume of shares sold represents approximately $2.87M in transactions.



This page (NASDAQ:ASET) was last updated on 4/21/2025 by MarketBeat.com Staff
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