Industry Distribution:

• Technology: approx. 75%
• Communication: approx. 15%
• Consumer Goods: approx. 10%

TOP 3 Markets:

• USA: approx. 65%
• Europe: approx. 20%
• Asia-Pacific: approx. 10%

The iShares Expanded Tech Sector ETF (IGM) mainly invests in companies from the technology sector, which is reflected in the high industry distribution of 75%. The communication and consumer goods sectors complement the portfolio to provide some diversification.

Geographically, the ETF is heavily focused on the US market, which is typical for many technology ETFs as the USA is home to many leading tech companies. Europe and the Asia-Pacific region also contribute significantly, indicating the global reach and influence of the companies included in the ETF.

iShares Trust - iShares Expanded Tech Sector ETF (ARCA:IGM) is an exchange-traded fund (ETF) and not a company that produces physical products.

This ETF invests in stocks of companies in the technology sector. Therefore, the iShares Trust itself does not have production facilities. Instead, the ETF holds shares in various technology companies that have their own production and business operations worldwide.

For specific information about the production locations of the companies in which the ETF invests, it would be necessary to analyze the individual companies in the ETF's portfolio.

Current Strategy: Diversification and Technology Investments

Focus on: Artificial Intelligence and Cloud Technologies

The iShares Expanded Tech Sector ETF (IGM) pursues a strategy that aims for diversification within the technology sector. The ETF invests in a broad range of technology companies to benefit from various growth areas.

A special focus is on promising technologies such as Artificial Intelligence and Cloud Computing. These areas are seen as essential drivers for future growth, as they can bring about transformative changes in many industries.

In addition, IGM leverages BlackRock's expertise to identify market trends early and adjust the portfolio accordingly. This includes integrating ESG criteria to promote sustainable investments and secure long-term returns.

Commodities/Materials: No direct imports

The iShares Expanded Tech Sector ETF (IGM) is an exchange-traded fund that invests in companies in the technology sector. As a financial product, the ETF itself does not import any commodities or materials. Instead, its portfolio consists of stocks of technology companies.

However, these companies may import commodities such as semiconductors, metals, and other materials for the production of their products. The origin of these commodities varies depending on the company and may include countries such as China, Taiwan, South Korea, and others that are significant producers of technology components.

Since the ETF consists of a variety of technology companies, it is important to consider the individual companies to obtain specific information about commodity imports.

Current Net Asset Value (NAV): 350 USD (estimated, 2025)
Annual ETF Growth: 8% (estimated, based on historical data until 2023)

The iShares Trust - iShares Expanded Tech Sector ETF (IGM) provides investors with access to a wide range of technology companies operating in various sectors of the technology industry. The competitive advantage of this ETF lies in its broad diversification and the ability to invest in leading technology companies that are often market leaders in their respective segments.

The ETF benefits from continuous innovation and growth in the technology sector, driven by trends such as Artificial Intelligence, Cloud Computing, and the Internet of Things. These trends offer long-term growth opportunities that strengthen the competitive advantage of the ETF.

Additionally, the ETF allows investors to benefit from the performance of established companies such as Apple, Microsoft, and Alphabet, which have strong market positions and financial stability. This provides a certain level of security and stability that further reinforces the competitive advantage of the ETF.

Institutional Investor Share: approximately 80% (estimated, 2025)

Insider Buys/Sells: No significant insider transactions reported (estimated, 2025)

The iShares Expanded Tech Sector ETF (IGM) is mainly held by institutional investors, which is typical for ETFs operating in highly regulated and liquid markets. These investors include pension funds, mutual funds, and other large financial institutions aiming for long-term returns.

Insider transactions are less relevant for ETFs as they pertain to the underlying stocks held by the ETF, not the ETF itself. Therefore, there are usually no significant insider buys or sells directly related to the ETF.

Market share of iShares Expanded Tech Sector ETF (IGM): Estimated 12% (2025)

Top competitors and their market shares:

1. Vanguard Information Technology ETF (VGT): 15%
2. Technology Select Sector SPDR Fund (XLK): 14%
3. Invesco QQQ Trust (QQQ): 13%
4. iShares U.S. Technology ETF (IYW): 10%
5. Fidelity MSCI Information Technology Index ETF (FTEC): 9%

The iShares Expanded Tech Sector ETF (IGM) holds a significant market share of around 12% in the technology ETF sector. This positions it strongly compared to its competitors, even though it does not have the largest market share.

IGM's moat lies in its broad diversification within the technology sector and its established brand among iShares ETFs. This provides investors with a solid selection of technology companies, diversifying risk and potentially enabling stable returns.

Compared to competitors like VGT and XLK, which also have strong market shares, IGM does not offer a unique advantage that could be considered a superior moat. The competing products have similar diversification strategies and are also well-established in the market. IGM's competitive advantage mainly lies in brand recognition and broad acceptance among institutional and retail investors.

Assets under Management (AUM): 5.2 billion USD (2023)

Annual Return (last 5 years): 12.5% (2023)

The iShares Expanded Tech Sector ETF (IGM) offers investors broad diversification in the technology sector by investing in a variety of technology companies. The ETF has shown solid performance in recent years, with an average annual return of 12.5% over the last five years. This indicates strong demand and positive development in the technology sector.

Another advantage of IGM is its broad diversification across different technology companies, reducing risk for investors. The ETF invests in established companies as well as emerging technology firms, providing a balanced risk-return profile.

Given the ongoing technological innovations and increasing digitization in various industries, the technology sector remains attractive. Therefore, IGM could be a good investment for investors looking to benefit from these trends without having to commit to individual stocks.

Dividend Yield: 0.78% (estimated for 2025 based on historical data)

The iShares Expanded Tech Sector ETF (IGM) typically pays a dividend, however, the dividend yield is relatively low compared to other ETFs, as the focus is on growth companies in the technology sector, which often pay out less dividends.

The distribution is usually done quarterly, and the reliability of the distribution heavily depends on the performance of the companies included in the ETF. Since many of these companies tend to reinvest their profits more into growth and innovation, the dividend yield can fluctuate.

Historically, the ETF has shown a certain consistency in dividend payment, indicating moderate reliability.