HH
USMV icon

Hilltop Holdings’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hilltop Holdings’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$900K Buy
9,700
+772
+9% +$73.3K 0.08% 267
2025
Q4 		$841K Sell
8,928
-284
-3% -$26.8K 0.05% 380
2025
Q3 		$876K Buy
9,212
+2,460
+36% +$230K 0.05% 394
2025
Q2 		$634K Buy
6,752
+758
+13% +$69.7K 0.04% 441
2025
Q1 		$561K Buy
5,994
+60
+1% +$5.52K 0.04% 478
2024
Q4 		$527K Buy
5,934
+370
+7% +$33.9K 0.03% 486
2024
Q3 		$508K Sell
5,564
-315
-5% -$27.8K 0.03% 496
2024
Q2 		$494K Sell
5,879
-123
-2% -$10.1K 0.06% 360
2024
Q1 		$502K Sell
6,002
-28,318
-83% -$2.28M 0.05% 377
2023
Q4 		$2.68M Buy
34,320
+28,671
+508% +$2.14M 0.3% 93
2023
Q3 		$409K Buy
5,649
+137
+2% +$10.2K 0.05% 384
2023
Q2 		$410K Sell
5,512
-4,325
-44% -$316K 0.05% 358
2023
Q1 		$716K Buy
9,837
+250
+3% +$18K 0.09% 210
2022
Q4 		$691K Sell
9,587
-361
-4% -$25.7K 0.09% 216
2022
Q3 		$658K Sell
9,948
-883
-8% -$63.7K 0.09% 215
2022
Q2 		$760K Sell
10,831
-1,908
-15% -$140K 0.1% 199
2022
Q1 		$988K Buy
12,739
+1,722
+16% +$130K 0.11% 172
2021
Q4 		$891K Buy
11,017
+5,157
+88% +$399K 0.09% 204
2021
Q3 		$431K Buy
5,860
+1,035
+21% +$78.8K 0.05% 375
2021
Q2 		$355K Hold
4,825
– – 0.04% 409
2021
Q1 		$334K Buy
4,825
+621
+15% +$42K 0.04% 378
2020
Q4 		$285K Sell
4,204
-5,077
-55% -$334K 0.04% 385
2020
Q3 		$592K Sell
9,281
-6,118
-40% -$388K 0.1% 205
2020
Q2 		$934K Sell
15,399
-6,392
-29% -$379K 0.17% 134
2020
Q1 		$1.18M Sell
21,791
-3,355
-13% -$213K 0.28% 83
2019
Q4 		$1.65M Buy
25,146
+1,542
+7% +$99K 0.31% 83
2019
Q3 		$1.51M Sell
23,604
-3,437
-13% -$218K 0.29% 90
2019
Q2 		$1.67M Buy
27,041
+13,992
+107% +$840K 0.35% 74
2019
Q1 		$767K Buy
+13,049
New +$731K 0.16% 140
2017
Q4 		– Sell
-62,139
Closed -$3.13M – 355
2017
Q3 		$3.13M Buy
+62,139
New +$3.1M 0.95% 25
2015
Q3 		– Sell
-38,320
Closed -$1.54M – 357
2015
Q2 		$1.54M Buy
+38,320
New +$1.58M 0.42% 82

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hilltop Holdings's USMV Position: Q1 2026 in Review

Hilltop Holdings increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.6% in Q1 2026, buying an estimated $73.3K and bringing the position to 9,700 shares worth $900K. The position accounts for 0.08% of the portfolio, ranked #267.

Hilltop Holdings first reported a position in USMV in Q2 2015 and has held it in 31 quarters since. The position peaked at $3.13M in Q3 2017. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Hilltop Holdings held 9,700 shares of iShares MSCI USA Min Vol Factor ETF worth $900K as of Q1 2026.
  • Hilltop Holdings bought 772 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $73.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Hilltop Holdings's portfolio in Q1 2026, its #267 holding.
  • Hilltop Holdings first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2015 and has held it in 31 quarters since.
  • Hilltop Holdings's iShares MSCI USA Min Vol Factor ETF position peaked at $3.13M in Q3 2017.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.