Industry Distribution:

1. Industry: 20%
2. Finance: 18%
3. Healthcare: 15%

Top 3 Markets:

1. USA: 65%
2. Canada: 10%
3. Europe: 8%

The iShares S&P Mid-Cap 400 Value ETF (IJJ) invests in medium-sized US companies considered undervalued. The industry distribution shows a strong presence in the industrial sector, followed by finance and healthcare companies. The largest market share is in the USA, which is typical for ETFs focusing on US mid-cap companies. Canada and Europe follow as other significant markets, but they are significantly less represented.

iShares Trust - iShares S&P Mid-Cap 400 Value ETF (ARCA:IJJ) is an exchange-traded fund (ETF) and not a manufacturing company.

This ETF invests in a selection of mid-cap companies that are included in the S&P Mid-Cap 400 Value Index. Therefore, the ETF itself does not produce physical products. Instead, it offers investors the opportunity to invest in a diversified portfolio of mid-cap companies selected based on their market capitalization and value characteristics.

Current Strategy: Diversification and Value Investing

The iShares S&P Mid-Cap 400 Value ETF (IJJ) follows a passive investment strategy that aims to replicate the performance of the S&P MidCap 400 Value Index. This strategy focuses on medium-sized US companies that are considered undervalued and therefore have potential for future growth.

The ETF emphasizes diversification by investing in a variety of sectors to spread risk and achieve stable returns. The selection of companies is based on fundamental metrics such as the price-earnings ratio (P/E ratio) and the price-to-book ratio (P/B ratio) to identify companies with solid financial foundations.

In the future, it is expected that the ETF will continue to benefit from the recovery of the US economy and the growth potential of medium-sized companies. The strategy remains focused on creating long-term value for investors by investing in high-quality, yet undervalued companies.

Note: ETFs like the iShares S&P Mid-Cap 400 Value ETF (ARCA: IJJ) invest in a variety of companies and not directly in commodities or materials. Therefore, the ETF itself does not import any commodities or materials.

The iShares S&P Mid-Cap 400 Value ETF invests in mid-sized US companies listed in the S&P Mid-Cap 400 Index. These companies could operate in various industries, including industrial, financial, healthcare, and more. The specific commodities or materials imported by these companies depend on their respective industry and business activities.

For detailed information on the commodity and material imports of individual companies within the ETF, the annual reports or other public documentation of these companies would need to be consulted.

Competitive Advantage: Medium to High (Estimated 2025)

The iShares S&P Mid-Cap 400 Value ETF (IJJ) is an exchange-traded fund that focuses on mid-sized US companies with a value approach. The competitive advantage of this ETF arises from several factors:

1. Diversification: The ETF offers broad diversification across numerous sectors and companies, reducing risk for investors while increasing opportunities for returns.

2. Market Position: iShares is one of the leading brands in the ETF space and enjoys high investor trust. This gives the ETF an advantage over smaller or less well-known providers.

3. Cost Structure: iShares ETFs are known for their relatively low cost structures, making them attractive to cost-conscious investors.

Overall, the iShares S&P Mid-Cap 400 Value ETF benefits from iShares' strong market position, diversification, and cost-efficient structure, giving it a solid competitive advantage in the ETF market.

Institutional Investor Share: approximately 85% (estimated for 2025)

Insider Buys/Sells: No significant insider transactions known (estimated for 2025)

The iShares S&P Mid-Cap 400 Value ETF (IJJ) is mainly held by institutional investors, as ETFs in general are a popular investment instrument for institutional investors such as pension funds, investment funds, and insurance companies. The institutional investor share typically ranges from about 80-90%.

Insider buys or sells are less relevant for ETFs, as unlike individual stocks, they do not have company insiders. The shares of an ETF are mainly influenced by market movements and strategic allocations by institutional investors.

Market share of iShares S&P Mid-Cap 400 Value ETF (IJJ): Estimated 12% (2025)

Top competitors and their market shares:

1. Vanguard Mid-Cap Value ETF (VOE): 15%
2. SPDR S&P MidCap 400 ETF Trust (MDY): 14%
3. Invesco S&P MidCap 400 Pure Value ETF (RFV): 10%
4. Schwab U.S. Mid-Cap ETF (SCHM): 9%
5. iShares Russell Mid-Cap Value ETF (IWS): 8%

The iShares S&P Mid-Cap 400 Value ETF (IJJ) holds a solid market share of approximately 12% in the mid-cap value ETF space. This positions it as one of the leading ETFs in this segment, albeit behind the Vanguard Mid-Cap Value ETF and the SPDR S&P MidCap 400 ETF Trust.

The "moat" or competitive advantage of IJJ is moderate. The ETF benefits from the strong iShares brand and a broad distribution network. However, the differences between the ETFs in this segment are often small, as they track similar indices and have comparable fee structures.

The top competitors, especially Vanguard and SPDR, also have strong brands and often offer lower expense ratios, giving them a slight edge. Overall, the moat of IJJ is not significantly stronger than that of the competition, and the competition remains intense.

Assets under Management (AUM): 8.5 billion USD (2024) Annual Expense Ratio: 0.18% (2024) Historical Return (5 years): 7.2% p.a. (until 2024)

The iShares S&P Mid-Cap 400 Value ETF (IJJ) provides investors with access to mid-sized US companies with a value approach. The ETF is known for its diversification across various sectors, reducing the risk for investors.

The annual expense ratio of 0.18% is relatively low compared to other ETFs, making IJJ a cost-effective option for long-term investors. The historical return of 7.2% per year over the last five years demonstrates a solid performance comparable to the market.

Given the stable assets under management and diversification, the IJJ ETF could be a good investment for investors seeking a balanced mix of growth and stability. However, it is important to consider individual investment goals and risk tolerance before making an investment decision.

Dividend Yield: 1.8% (estimated for 2025)

Dividend History: Regular payouts for several years

The iShares S&P Mid-Cap 400 Value ETF (ARCA: IJJ) regularly pays dividends to its investors. The dividend yield is estimated to be around 1.8% for the year 2025. This estimate is based on historical payouts and the overall performance of the ETF.

The reliability of dividend payments is high, as the ETF has consistently distributed dividends in the past. This reliability is attributed to the broad diversification and stable performance of the mid-cap companies included in the ETF. Therefore, investors can expect continued payouts as long as economic conditions do not change drastically.