Industry Distribution:

• Financial Services: approx. 30%
• Healthcare: approx. 20%
• Technology: approx. 15%

TOP 3 Markets:

• USA: approx. 60%
• Europe: approx. 25%
• Asia: approx. 10%

The iShares Broad USD Investment Grade Corporate Bond ETF (USIG) invests in a broad range of investment-grade corporate bonds. The largest shares come from financial services, followed by healthcare and technology.

The USA dominates the market share, which is typical for US-based ETFs, followed by Europe and Asia. This distribution reflects the global economic strength and the creditworthiness of companies in these regions.

iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF is an exchange-traded fund (ETF) and not a company that produces physical products.

iShares, a brand of BlackRock, offers a variety of ETFs that invest in different asset classes. The USIG ETF invests in investment-grade corporate bonds denominated in US dollars. As a financial service provider, there are no physical production facilities.

The administration and management of these funds are carried out by BlackRock, which has offices worldwide but does not produce physical products.

Current data not available: As of 2023

Since specific information on the strategy of iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for the year 2025 is not available, I can explain general strategies for ETFs of this kind.

iShares ETFs, including USIG, typically follow a passive investment strategy. This strategy aims to replicate the performance of a specific index. For USIG, this means investing in a broad range of US dollar-denominated corporate bonds that have investment-grade quality.

Future growth could be influenced by the following factors:

1. Expansion of the investment universe: By including new bond issuances or adjusting the index composition, the ETF portfolio could be diversified and optimized.

2. Cost optimization: iShares could continue to focus on low management fees to enhance the attractiveness of the ETF for investors.

3. Sustainability and ESG criteria: A growing trend in the financial industry is the integration of Environmental, Social, and Governance criteria. iShares could leverage this trend to promote sustainable investment options within the ETF.

Overall, the growth of the USIG ETF is strongly influenced by general market conditions and the demand for investment-grade corporate bonds.

Current data on commodities/materials: Not applicable

The iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF (USIG) is an exchange-traded fund (ETF) that invests in investment-grade corporate bonds.

Since this is a financial fund, the ETF itself does not import any commodities or materials. Instead, it invests in bonds issued by companies operating in various industries. These companies may import commodities, but this is not directly related to the ETF.

For specific information on the commodities and materials imported by the companies within the ETF, individual company reports contained in the ETF would need to be analyzed.

Fund Size: $6.5 billion USD (estimated 2025)
Expense Ratio: 0.06% (2023)
Yield: 3.2% (last year)

The iShares Broad USD Investment Grade Corporate Bond ETF (USIG) has several competitive advantages. Firstly, the estimated fund size of $6.5 billion USD indicates that it has reached a significant scale, increasing liquidity and trading flexibility for investors.

Secondly, the low expense ratio of 0.06% is a significant advantage over many competitors as it maximizes returns for investors.

Additionally, the ETF offers broad diversification in investment-grade corporate bonds, reducing risk for investors and making it an attractive option for risk-averse investors.

Together, these factors give the ETF a strong competitive edge in the market for corporate bond ETFs.

Institutional Investor Share: 85% (estimated for 2025)

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

The iShares Broad USD Investment Grade Corporate Bond ETF (USIG) is a popular ETF among institutional investors as it provides broad diversification in investment-grade corporate bonds. The high institutional investor share of approximately 85% reflects the confidence and interest of institutional investors who frequently use such ETFs for long-term investment strategies.

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

Market share of iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF (USIG): Estimate: approx. 10% (2025)

Top competitors and their market shares:

1. Vanguard Total Corporate Bond ETF (VTC): Estimate: approx. 12%
2. SPDR Portfolio Corporate Bond ETF (SPBO): Estimate: approx. 9%
3. Schwab U.S. Aggregate Bond ETF (SCHZ): Estimate: approx. 8%
4. Invesco BulletShares 2025 Corporate Bond ETF (BSCQ): Estimate: approx. 7%
5. iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD): Estimate: approx. 6%

The iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF (USIG) holds a significant market share in the investment-grade corporate bond ETF space. However, the market is highly fragmented, and competition is intense.

USIG's moat could be strengthened by the strong brand and trust in iShares as an ETF provider. iShares is known for its wide range of products and expertise in the ETF market, potentially giving it an advantage over smaller or less established competitors.

However, some competitors, like Vanguard, also have a strong brand name and often offer more cost-effective alternatives, which can be a significant competitive advantage. USIG's moat is present but not insurmountable, as other companies also have strong positions and advantages in the market.

Fund Size: $6.5 billion (2023)

Average Return of the Last 5 Years: 4.2% p.a.

Rating of Bonds in the Portfolio: Investment Grade

The iShares Broad USD Investment Grade Corporate Bond ETF (USIG) invests in a broad spectrum of corporate bonds with an investment-grade rating. This means that the bonds in the portfolio are considered relatively safe as they originate from companies with good creditworthiness.

The average return of 4.2% over the last five years indicates that the ETF has shown stable performance, which can be attractive to investors seeking a secure and regular source of income.

With a high volume of $6.5 billion under management, the fund also offers high liquidity, which is important for investors looking for flexibility in their investments.

Overall, the USIG ETF could be a good investment for investors seeking stability and regular income, especially in a low-interest environment.

Dividend payout: Yes, USIG regularly pays dividends.

Reliability: High

The iShares Broad USD Investment Grade Corporate Bond ETF (USIG) is known for regularly distributing dividends as it invests in investment-grade corporate bonds, which in turn generate interest payments. These interest payments are passed on to shareholders in the form of dividends.

The reliability of the payout is high as the ETF invests in bonds with good credit ratings, minimizing the risk of default. Historically, USIG has consistently paid dividends, and there are no signs that this will change in the near future.