FlexShares Real Assets Allocation Index Fund
ASET
ASET was delisted on the 20th of October, 2025.
15 hedge funds and large institutions have $19.3M invested in FlexShares Real Assets Allocation Index Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
4.51% more ownership
Funds ownership: 71.88% → 76.39% (+4.5%)
4% more capital invested
Capital invested by funds: $18.6M → $19.3M (+$792K)
17% less funds holding
Funds holding: 18 → 15 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$607K |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$325K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$290K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$254K |
| 5 |
Goldman Sachs
New York
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$375K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$367K |
| 3 |
DP
Dearborn Partners
Chicago,
Illinois
|
-$231K |
| 4 |
FFA
Fi3 Financial Advisors
Indianapolis,
Indiana
|
-$203K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$186K |
ASET Hedge Fund Activity: Q1 2023 in Review
15 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in FlexShares Real Assets Allocation Index Fund (ASET) for Q1 2023, worth a combined $19.3M — up 4.3% from $18.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ASET and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was Wealthcare Advisory Partners, adding an estimated $607K. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $375K sold.
- 15 institutional investors held FlexShares Real Assets Allocation Index Fund (ASET) as of Q1 2023, down from 18 in Q4 2022.
- Funds reported $19.3M of FlexShares Real Assets Allocation Index Fund stock for Q1 2023, up 4.3% quarter-over-quarter.
- 2 funds opened new FlexShares Real Assets Allocation Index Fund positions in Q1 2023 and 5 closed out, a net change of -3 holders.
- The largest FlexShares Real Assets Allocation Index Fund buyer in Q1 2023 was Wealthcare Advisory Partners, an estimated $607K added.
- The largest FlexShares Real Assets Allocation Index Fund seller in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $375K sold.
Based on aggregated 13F filings for Q1 2023.