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Hilltop Holdings’s iShares US Regional Banks ETF IAT Stock Holding History

Hilltop Holdings’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,400
Closed -$278K – 638
2024
Q1 		$278K Sell
6,400
-4,826
-43% -$198K 0.03% 523
2023
Q4 		$470K Buy
11,226
+860
+8% +$30.9K 0.05% 372
2023
Q3 		$348K Buy
10,366
+300
+3% +$10.8K 0.04% 415
2023
Q2 		$341K Buy
10,066
+1,941
+24% +$65.2K 0.04% 396
2023
Q1 		$291K Buy
+8,125
New +$380K 0.04% 402

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hilltop Holdings's IAT Position: Q2 2024 in Review

Hilltop Holdings sold out of iShares US Regional Banks ETF (IAT) in Q2 2024, closing a stake of 6,400 shares — an estimated $278K sold.

Hilltop Holdings first reported a position in IAT in Q1 2023 and held it in 5 quarters. The position peaked at $470K in Q4 2023. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

  • Hilltop Holdings reported no remaining iShares US Regional Banks ETF position as of Q2 2024 after selling out during the quarter.
  • Hilltop Holdings sold 6,400 iShares US Regional Banks ETF shares in Q2 2024, an estimated $278K.
  • Hilltop Holdings first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 5 quarters.
  • Hilltop Holdings's iShares US Regional Banks ETF position peaked at $470K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on Hilltop Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.