We are live on ! Find out more
ASET

FlexShares Real Assets Allocation Index Fund

Delisted

ASET was delisted on the 20th of October, 2025.

15 hedge funds and large institutions have $5.36M invested in FlexShares Real Assets Allocation Index Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

25% more funds holding

Funds holding: 1215 (+3)

17.09% less ownership

Funds ownership: 63.78%46.69% (-17%)

59% less capital invested

Capital invested by funds: $13.2M → $5.36M (-$7.82M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
1
TD Waterhouse Canada
Ontario, Canada
$1.27M -$4.97M -164,921 -84%
Bank of America
2
Bank of America
North Carolina
$919K -$53.3K -1,769 -6%
Jane Street
3
Jane Street
New York
$672K +$246K +8,187 +61%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$463K -$53.4K -1,772 -11%
KAS
5
Kestra Advisory Services
Texas
$391K -$5.54K -184 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$336K +$325K +10,792 New
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$327K -$1.26M -41,834 -80%
Citadel Advisors
8
Citadel Advisors
Florida
$290K -$74.1K -2,462 -21%
SG
9
Strid Group
Pennsylvania
$269K -$361K -11,990 -58%
BST
10
Bath Savings Trust
Maine
$208K +$202K +6,700 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$154K -$108K -3,581 -42%
Osaic Holdings
12
Osaic Holdings
Arizona
$62K +$32.8K +1,090 +121%
UBS Group
13
UBS Group
Switzerland
$4.26K +$4.13K +137 New
Wells Fargo
14
Wells Fargo
California
$56 +$30 +1 +100%
Morgan Stanley
15
Morgan Stanley
New York
$34 +$30 +1 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
-$151K -4,905 Closed

ASET Hedge Fund Activity: Q1 2024 in Review

15 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in FlexShares Real Assets Allocation Index Fund (ASET) for Q1 2024, worth a combined $5.36M — down 59% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ASET positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $325K. The largest seller was TD Waterhouse Canada, cutting an estimated $4.97M.

  • 15 institutional investors held FlexShares Real Assets Allocation Index Fund (ASET) as of Q1 2024, up from 12 in Q4 2023.
  • Funds reported $5.36M of FlexShares Real Assets Allocation Index Fund stock for Q1 2024, down 59% quarter-over-quarter.
  • 4 funds opened new FlexShares Real Assets Allocation Index Fund positions in Q1 2024 and 1 closed out, a net change of +3 holders.
  • The largest FlexShares Real Assets Allocation Index Fund buyer in Q1 2024 was Envestnet Asset Management, an estimated $325K added.
  • The largest FlexShares Real Assets Allocation Index Fund seller in Q1 2024 was TD Waterhouse Canada, an estimated $4.97M sold.

Based on aggregated 13F filings for Q1 2024.