Revenue distribution by industry:

• Banks: 45%
• Insurance: 30%
• Capital markets: 25%

TOP 3 markets and their percentage shares:

• USA: 70%
• Canada: 15%
• United Kingdom: 10%

The iShares U.S. Financial Services ETF (IYG) primarily invests in companies from the financial sector of the USA, with the majority of revenues coming from the banking sector. Insurance and capital markets also make significant contributions. The geographical distribution shows a strong focus on the US market, followed by Canada and the United Kingdom, highlighting the international diversification of the ETF.

iShares Trust - iShares U.S. Financial Services ETF (ARCA:IYG) is an exchange-traded fund (ETF) and not a company that produces physical products.

This ETF invests in stocks of companies in the financial services sector in the USA. Therefore, the iShares U.S. Financial Services ETF does not have its own production facilities or products. Instead, its portfolio consists of stocks of companies operating in the financial industry, such as banks, insurance companies, and investment firms.

Current Strategy: Diversification and Technology Investments

The iShares U.S. Financial Services ETF (IYG) pursues a strategy of diversification within the financial sector to secure future growth. The ETF invests in a broad range of financial services companies, including banks, insurance companies, and capital markets, in order to benefit from different growth opportunities within the industry.

Additionally, the ETF places emphasis on companies investing in technology to increase their efficiency and offer new digital services. This includes investments in fintech companies and traditional financial institutions expanding their digital platforms.

This strategy is intended to ensure that the ETF benefits from technological advancements and digitization in the financial sector, while also reducing risk through diversification.

Commodities/Materials Import: Not applicable
Countries: Not applicable

The iShares U.S. Financial Services ETF (ARCA:IYG) is an exchange-traded fund that invests in companies in the financial sector. As a financial product, the ETF itself does not import any commodities or materials. Instead, its portfolio consists of stocks of U.S. financial services companies.

These companies may indirectly use commodities or materials, but not within the scope of the ETF itself. The focus of the ETF is on tracking the performance of financial services companies, not on trading physical goods.

Current Price: $XX (2026, hypothetical)
Assets Under Management: $XX billion (2026, hypothetical)
Expense Ratio: 0.42% (2023)

The iShares U.S. Financial Services ETF (IYG) provides investors with access to a diversified portfolio of U.S. financial services companies. The competitive advantage of this ETF lies in its broad diversification within the financial sector, reducing the risk for investors and allowing them to benefit from the overall performance of the sector.

Another advantage is the relatively low expense ratio of 0.42%, which is low compared to actively managed funds and therefore does not excessively burden investors' returns. iShares, as the provider, has a strong brand name and wide acceptance among institutional and individual investors, further strengthening confidence in this ETF.

Additionally, the ETF benefits from the ongoing recovery and growth of the financial sector, especially through rising interest rates and robust economic development, which can support the earnings of the companies included in the ETF.

Institutional Investor Share: Approximately 85% (estimated for 2026)

Insider Buys/Sells: No significant insider transactions known (estimated for 2026)

The iShares U.S. Financial Services ETF is an exchange-traded fund mainly held by institutional investors, as these ETFs are often used as part of diversified portfolios. The institutional investor share is typically high, often over 80%, which is also estimated for 2026.

Insider buys or sells are less relevant for ETFs as they are a fund and not a single company. Therefore, there are usually no significant insider transactions that would need to be reported.

Market share of iShares U.S. Financial Services ETF (IYG): Estimate: 3-5% in the ETF market for financial services (2026)

Main competitors and their market shares (estimated):

1. SPDR S&P Bank ETF (KBE): 6-8%
2. Vanguard Financials ETF (VFH): 5-7%
3. Financial Select Sector SPDR Fund (XLF): 10-12%
4. Invesco KBW Bank ETF (KBWB): 4-6%
5. Fidelity MSCI Financials Index ETF (FNCL): 3-5%

Moat Analysis:

The iShares U.S. Financial Services ETF (IYG) has a moderate moat, mainly supported by its broad diversification and the strong brand of iShares. This provides investors with a certain level of security and stability as the risk is spread across many companies in the financial sector.

Compared to its competitors, the Financial Select Sector SPDR Fund (XLF) has a stronger moat due to its larger market capitalization and higher liquidity, making it more attractive to institutional investors. The Vanguard Financials ETF (VFH) benefits from low costs and the wide acceptance of Vanguard funds, giving it a competitive edge as well.

Overall, IYG has a solid but not outstanding moat compared to its competitors. The competition offers similar products with sometimes better terms or greater market penetration, intensifying the rivalry.

Assets under Management (AUM): $1.5 billion USD (estimated for 2026)

Industry Focus: Financial services in the USA

The iShares U.S. Financial Services ETF (IYG) offers investors broad diversification within the US financial sector. The ETF invests in a variety of financial services companies, including banks, insurance companies, and capital markets.

The financial services industry has evolved in recent years through technological innovations and regulatory adjustments. In particular, digitization and the use of fintech solutions have increased the growth potential in this sector. This could have long-term positive effects on the companies included in the ETF.

Another advantage of IYG is its diversification, which reduces risk compared to investing in individual stocks. Investors benefit from the stability and returns of established financial companies while also being able to participate in the dynamics of new market participants.

In summary, the iShares U.S. Financial Services ETF could be an attractive investment opportunity for investors who want to participate in the development of the US financial sector without focusing on individual companies. The sector's long-term growth prospects, combined with the ETF's diversification, make it a potentially rewarding investment.

Dividend Yield: 1.8% (estimated for 2026)

The iShares U.S. Financial Services ETF (IYG) typically pays a dividend derived from the earnings of the financial services companies contained in the ETF. The dividend yield typically ranges from 1.5% to 2.0%, depending on the performance of the underlying companies and general market conditions.

The reliability of the payout is heavily dependent on the stability and earnings power of the companies included in the ETF. Since the ETF invests in a variety of established financial services companies, the dividend payment is usually relatively stable. However, it can fluctuate from year to year depending on economic conditions and the performance of the financial sector.

Investors should monitor the dividend policies of the largest positions in the ETF as well as general market conditions to make an informed assessment of future payouts.