HH
SIZE icon

Hilltop Holdings’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Hilltop Holdings’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,664
Closed -$1.14M – 648
2023
Q4 		$1.14M Buy
+8,664
New +$1.05M 0.13% 199

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PS
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hilltop Holdings's SIZE Position: Q1 2024 in Review

Hilltop Holdings sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2024, closing a stake of 8,664 shares — an estimated $1.14M sold.

Hilltop Holdings first reported a position in SIZE in Q4 2023 and held it in 1 quarter. The position peaked at $1.14M in Q4 2023. 62 funds tracked by Wall St. Rank hold SIZE as of Q1 2024.

  • Hilltop Holdings reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Hilltop Holdings sold 8,664 iShares MSCI USA Size Factor ETF shares in Q1 2024, an estimated $1.14M.
  • Hilltop Holdings first reported a position in iShares MSCI USA Size Factor ETF in Q4 2023 and held it in 1 quarter.
  • Hilltop Holdings's iShares MSCI USA Size Factor ETF position peaked at $1.14M in Q4 2023.
  • 62 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2024.

Based on Hilltop Holdings's 13F filing for Q1 2024, filed 15 May 2024.