Top 3 Industries:

1. Industry: approx. 20%
2. Financial services: approx. 18%
3. Healthcare: approx. 15%

Top 3 Markets:

1. USA: approx. 85%
2. Canada: approx. 5%
3. United Kingdom: approx. 3%

The iShares Core S&P Mid-Cap ETF (IJH) invests in medium-sized US companies listed in the S&P MidCap 400 Index. The majority of revenues come from the USA, as the ETF is heavily focused on the domestic market. The sector distribution shows diversification, with industry, financial services, and healthcare accounting for the largest shares. This reflects the structure of the mid-cap segment, which is often seen as an indicator of economic health.

iShares Trust - iShares Core S&P Mid-Cap ETF (ARCA:IJH) is an exchange-traded fund (ETF) and not a company that produces physical products.

The ETF is managed by BlackRock, one of the world's largest asset managers. BlackRock itself does not produce physical products, but offers financial services, particularly in the areas of asset management and investment advisory. The iShares Core S&P Mid-Cap ETF invests in a diversified portfolio of mid-sized US companies included in the S&P MidCap 400 Index.

Therefore, there are no production facilities or physical production processes associated with this ETF.

Current Net Asset Value (NAV): $280.50 (estimated for 2025 based on historical growth)

Growth Strategy: Passive Management

The iShares Core S&P Mid-Cap ETF (IJH) follows a passive investment strategy aiming to replicate the performance of the S&P MidCap 400 Index. This strategy focuses on tracking a broad market index to provide investors with a cost-effective way to invest in mid-sized US companies.

As an exchange-traded fund (ETF), the main strategy does not involve active management or selecting individual stocks but rather precise replication of the underlying index. This allows investors to benefit from the overall market performance in the mid-cap segment.

Future growth is determined by the general performance of the companies included in the index. The ETF itself relies on diversification and broad allocation to achieve stable long-term returns.

Raw Material and Material Imports: Not applicable

The iShares Trust - iShares Core S&P Mid-Cap ETF (ARCA:IJH) is an exchange-traded fund (ETF) that tracks the S&P MidCap 400 Index. As a financial product, the ETF itself does not import any raw materials or materials.

ETFs invest in a portfolio of stocks, bonds, or other securities and are not operational companies that import or export physical goods. The iShares Core S&P Mid-Cap ETF invests in mid-sized US companies listed in the S&P MidCap 400 Index. Therefore, raw material and material imports would depend on the individual companies within the ETF portfolio, not the ETF itself.

To obtain information about raw material imports, one would need to analyze the annual reports of the companies included in the ETF.

Asset Volume: $70 billion (estimated 2025)
Cost Ratio: 0.05% (2023)
Diversification: Over 400 medium-sized US companies

The iShares Core S&P Mid-Cap ETF (IJH) offers a significant competitive advantage through its broad diversification and low cost ratio. With an estimated asset volume of $70 billion in 2025, the ETF remains one of the largest of its kind, giving it a strong market position.

The low cost ratio of 0.05% makes the ETF particularly attractive to long-term investors as it maximizes returns compared to more expensive funds. Furthermore, covering over 400 medium-sized US companies provides solid diversification, reducing risk for investors while offering the opportunity to benefit from growth opportunities in the mid-cap segment.

Overall, the competitive advantage of the iShares Core S&P Mid-Cap ETF is strongly pronounced by its size, efficiency, and diversification, making it a popular choice for investors looking to invest in the US mid-cap market.

Institutional Investor Share: approx. 80% (estimated for 2025 based on historical data)

Insider Buys/Sells: No relevant insider transactions as this is an ETF.

The iShares Core S&P Mid-Cap ETF (IJH) is mainly held by institutional investors, as ETFs are generally a popular investment instrument for institutional portfolios. The share of institutional investors typically stands at around 80%, based on historical trends and the nature of ETFs.

Since IJH is an exchange-traded fund, there are no insiders in the traditional sense as would be the case with individual companies. Insider transactions are therefore not relevant for ETFs, as they do not represent company shares but rather shares in a fund that tracks an index.

Market share of iShares Core S&P Mid-Cap ETF (IJH): approx. 20% (estimated for 2025)

Main competitors and their market shares:

1. Vanguard Mid-Cap ETF (VO): approx. 18%
2. SPDR S&P MidCap 400 ETF Trust (MDY): approx. 15%
3. Schwab U.S. Mid-Cap ETF (SCHM): approx. 12%
4. Invesco S&P MidCap Low Volatility ETF (XMLV): approx. 10%
5. iShares Russell Mid-Cap ETF (IWR): approx. 8%

The iShares Core S&P Mid-Cap ETF (IJH) holds a significant market share of around 20% and is one of the leading ETFs in the mid-cap segment. Its main advantage lies in broad diversification and the strong brand presence of iShares, which builds trust among investors.

The moat of IJH compared to its competitors is mainly characterized by low costs and high liquidity. These factors make the ETF particularly attractive to long-term investors. However, competitors also offer similar advantages, intensifying the competition.

Vanguard and SPDR are strong competitors that also have an established market presence and similar cost advantages. The difference in market shares is not significantly large, indicating that the moat of IJH, while present, is not insurmountable. Therefore, investors' decisions could also depend on specific investment strategies and personal preferences.

Fund volume: $70 billion (2023) Number of held companies: approx. 400 (2023) Industry weighting: Industry, Finance, Information Technology (2023)

The iShares Core S&P Mid-Cap ETF (IJH) provides investors with access to medium-sized US companies, which typically have higher growth potential than large companies, but come with higher risk. The ETF is broadly diversified and includes about 400 companies, which reduces the risk of individual company failures.

The industry weighting shows a strong presence in industry, finance, and information technology, indicating good diversification across different sectors. This can be advantageous as it reduces the risk of sector-specific downturns.

In recent years, the ETF has benefited from economic recovery and growth in the mid-cap segment. Historically, mid-cap companies have often outperformed large-cap companies in growth phases, making the ETF attractive in a positive economic environment.

In summary, the iShares Core S&P Mid-Cap ETF could be a good investment for investors seeking diversification and growth potential, provided they are willing to accept the higher risk compared to large-cap investments.

Dividend yield: 1.5% (estimated for 2025)

The iShares Core S&P Mid-Cap ETF (IJH) regularly pays a dividend. The distributions usually occur quarterly and are relatively reliable, as they are based on the dividends of the companies included in the index.

Since the ETF tracks the S&P Mid-Cap 400 Index, the amount of dividends depends on the performance and distributions of the mid-sized US companies included in the index. Historically, the ETF has followed a consistent dividend policy, making it a stable choice for investors seeking regular income.

The dividend yield of about 1.5% is typical for Mid-Cap ETFs and reflects the average distributions of the companies included in the index. However, investors should note that dividend yields can fluctuate depending on economic conditions and individual company decisions.