Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Order Granting Accelerated Approval of a Proposed Rule Change, as Modified by Amendment No. 1 Thereto, To List and Trade Shares of the iShares MSCI Belgium Index Fund, 913-916 [E7-25581]
Download as PDF
Federal Register / Vol. 73, No. 3 / Friday, January 4, 2008 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57047; File No. SR–
NYSEArca–2007–127]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and Order
Granting Accelerated Approval of a
Proposed Rule Change, as Modified by
Amendment No. 1 Thereto, To List and
Trade Shares of the iShares MSCI
Belgium Index Fund
December 27, 2007.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
13, 2007, NYSE Arca, Inc. (‘‘NYSE
Arca’’ or ‘‘Exchange’’), through its
wholly owned subsidiary, NYSE Arca
Equities, Inc. (‘‘NYSE Arca Equities’’),
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by the
Exchange. On December 19, 2007, the
Exchange filed Amendment No. 1 to the
proposed rule change. This order
provides notice of the proposed rule
change, as amended, and approves the
amended proposal on an accelerated
basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to list and
trade shares (‘‘Shares’’) of the iShares
MSCI Belgium Index Fund (‘‘Fund’’).3
The text of the proposed rule change is
available at the Exchange’s principal
office, the Commission’s Public
Reference Room, and https://
www.nyse.com.
jlentini on PROD1PC65 with NOTICES
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change, and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item III below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 The Shares are issued by iShares, Inc., an openended management investment company registered
under the Investment Company Act of 1940 (15
U.S.C. 80a).
2 17
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16:42 Jan 03, 2008
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1. Purpose
The Exchange proposes to list and
trade the Shares of the Fund pursuant
to NYSE Arca Equities Rule 5.2(j)(3), the
Exchange’s listing standards for
Investment Company Units (‘‘ICUs’’).4
The Shares are currently listed on the
New York Stock Exchange LLC
(‘‘NYSE’’) 5 and traded by the Exchange
pursuant to unlisted trading privileges
(‘‘UTP’’).6 The Exchange states that, if
the Commission approves this proposed
rule change, the listing and trading of
the Shares will transfer from NYSE to
NYSE Arca, and the Shares will cease
trading on NYSE.
The Fund seeks to provide investment
results that correspond generally to the
price and yield performance, before fees
and expenses, of publicly traded
securities in the aggregate in the Belgian
market, as represented by the MSCI
Belgium Investable Market Index (the
‘‘Index’’). The Index is designed to cover
approximately 99% of the investable
large-, mid-, and small-cap securities of
the Belgian market.
NYSE Arca represents that the Shares
meet each of the ‘‘generic’’ listing
requirements of Commentary .01(a)(B)
to NYSE Arca Equities Rule 5.2(j)(3)
applicable to the listing of ICUs based
on equity securities comprising
international or global indexes, except
for the requirements set forth in
Commentary .01(a)(B)(3) to NYSE Arca
Equities Rule 5.2(j)(3) that: (1) The most
heavily weighted component stock must
not exceed 25% of the weight of the
index or portfolio; and (2) the five most
heavily weighted component stocks
must not exceed 60% of the weight of
the index or portfolio. The Exchange
represents that, as of December 1, 2007,
the most heavily weighted component
stock represented 28.58% of the weight
of the Index, and the five most heavily
weighted component stocks represented
4 An Investment Company Unit is a security that
represents an interest in a registered investment
company that holds securities comprising, or
otherwise based on or representing an interest in,
an index or portfolio of securities (or holds
securities in another registered investment
company that holds securities comprising, or
otherwise based on or representing an interest in,
an index or portfolio of securities). See NYSE Arca
Equities Rule 5.2(j)(3)(A).
5 See Securities Exchange Act Release No. 52816
(November 21, 2005), 70 FR 71574 (November 29,
2005) (SR–NYSE–2005–70) (approving the listing
and trading of the Shares, among others).
6 See Securities Exchange Act Release No. 55017
(December 28, 2006), 72 FR 1044 (January 9, 2007)
(SR–NYSEArca–2006–34) (approving the trading of
the Shares, among others, pursuant to UTP).
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Sfmt 4703
913
61.58% of the weight of the Index.
Because the heavily weighted
component stocks of the Index fall
below the required minimum
percentages in Commentary .01(a)(B)(3)
to NYSE Arca Equities Rule 5.2(j)(3), the
Exchange has filed the proposed rule
change to list and trade the Shares. The
Exchange represents that, except for
Commentary .01(a)(B)(3) to NYSE Arca
Equities Rule 5.2(j)(3), the Shares
currently satisfy all of the generic listing
standards under NYSE Arca Equities
Rule 5.2(j)(3) and further represents that
the continued listing standards under
NYSE Arca Equities Rule 5.5(g)(2)
applicable to Investment Company
Units shall apply to the Shares.
Detailed descriptions of the Fund, the
Index, and the Shares can be found in
the Registration Statement7 or on the
Web site for the Fund (https://
www.ishares.com).
Availability of Information. The
Exchange states that quotations for and
last-sale information regarding the
Shares is disseminated through the
facilities of the Consolidated Tape
Association (‘‘CTA’’). The Index value is
calculated by Morgan Stanley Capital
International, Inc. (‘‘MSCI’’), the Index
provider, for each trading day in the
applicable foreign exchange markets
based on official closing prices in such
exchange markets and publicly
disseminates the Index values for the
previous day’s close.8 MSCI or thirdparty major market data vendors will
make available at least every 60 seconds
an updated Index value when foreign
trading market hours overlap with the
Core Trading Session (9:30 a.m. to 4:15
p.m. ET).9 When the foreign markets are
7 See iShares, Inc.’s Registration Statement on
Form N–1A, as supplemented through December 6,
2007 (File Nos. 33–97598 and 811–09102)
(‘‘Registration Statement’’).
8 The Exchange notes that, when a broker-dealer
or its affiliate, such as MSCI, is involved in the
development and maintenance of a stock index
upon which a product such as iShares is based, the
broker-dealer or its affiliate should have procedures
designed specifically to address the improper
sharing of information. See Securities Exchange Act
Release No. 52178 (July 29, 2005), 70 FR 46244 n.18
(August 9, 2005) (SR–NYSE–2005–41) (describing
the procedures which must be in place to prevent
the improper sharing of information). The Exchange
represents that MSCI has implemented procedures
to prevent the misuse of material, non-public
information regarding changes to component stocks
in the MSCI, in accordance with the requirements
of Commentary .01(b)(1) to NYSE Arca Equities
Rule 5.2(j)(3).
9 See NYSE Arca Equities Rule 7.34. The
Commission has approved the Shares to trade in all
three trading sessions on the Exchange: (1) Opening
Session (4 a.m. to 9:30 a.m. Eastern Time or ‘‘ET’’);
(2) Core Trading Session (9:30 a.m. to 4 p.m. ET);
and (3) Late Trading Session (4 p.m. to 8 p.m. ET).
See Securities Exchange Release No. 56627 (October
5, 2007), 72 FR 58145 (October 12, 2007) (SR–
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04JAN1
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jlentini on PROD1PC65 with NOTICES
closed during Exchange trading hours,
the Fund will provide closing Index
values on https://www.ishares.com.
iShares, Inc. will cause to be made
available daily the names and required
number of shares of each of the
securities to be deposited in connection
with the issuance of the Fund’s Shares,
as well as information relating to the
required cash payment representing, in
part, the amount of accrued dividends
for the Fund.
In addition, the Indicative Optimized
Portfolio Value or ‘‘IOPV’’ on a perShare basis will be calculated by an
independent third party and
disseminated through the facilities of
the CTA at least every 15 seconds
during the Core Trading Session.10 The
Exchange states that, because the Fund
utilizes a representative sampling
strategy, the IOPV likely will not reflect
the value of all securities included in
the Index or necessarily reflect the
precise composition of the current
portfolio of securities held by the Fund
at a particular moment. The Exchange
notes that the IOPV disseminated during
the Core Trading Session should not be
viewed as a real-time update of the NAV
of the Fund, which is calculated only
once a day.
The Fund administrator, State Street
Bank and Trust Company, will calculate
the net asset value or ‘‘NAV’’ for the
Fund once a day on each day that the
NYSE is open for trading, generally at 4
p.m. ET. The NAV will also be available
to the public on https://
www.ishares.com, from the Fund
distributor by means of a toll-free phone
number, and to participants of the
National Securities Clearing
Corporation.
Information with respect to recent
NAV, number of Shares outstanding,
estimated cash amount, total cash
amount per Creation Unit
Aggregation,11 and other data with
respect to the Fund will also be
disseminated prior to the opening of the
Core Trading Session on a daily basis by
means of CTA and Consolidated Quote
NYSEArca–2007–75) (approving the Shares, among
others, to be traded in all trading sessions).
10 The Exchange states that there is an overlap in
trading hours between the foreign and U.S. markets
for the Fund and the foreign market that trades
securities in the underlying Index. Therefore, the
IOPV calculator will update the IOPV at least every
15 seconds to reflect price changes in the applicable
foreign market and convert such prices into U.S.
dollars based on the currency exchange rate. When
the foreign market is closed and the U.S. markets
are open, the IOPV will be updated at least every
15 seconds to reflect changes in currency exchange
rates after the foreign market closes.
11 See Registration Statement, supra note 7
(providing the definition of Creation Unit
Aggregation and the procedures for purchasing and
redeeming Shares).
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16:42 Jan 03, 2008
Jkt 214001
High Speed Lines. In addition, the Web
site for the Fund will contain the
following information, on a per-Share
basis: (1) The prior business day’s NAV,
the mid-point of the bid-ask price at the
time of calculation of such NAV (‘‘Bid/
Ask Price’’),12 and a calculation of the
premium or discount of such price
against such NAV; and (2) data in chart
format displaying the frequency
distribution of discounts and premiums
of the Bid/Ask Price against the NAV,
within appropriate ranges, for each of
the four previous calendar quarters.
Finally, the Exchange states that MSCI’s
Web site at https://www.mscibarra.com
will make available the components of
the Index, and the holdings of the Fund
will be available at https://
www.ishares.com. The Exchange
represents that the information on the
Fund Web site will be available to all
market participants at the same time.
Trading Rules and Halts. The
Exchange deems the Shares to be equity
securities, thus rendering trading in the
Shares subject to the Exchange’s
existing rules governing the trading of
equity securities. As stated earlier, the
Shares will trade on the Exchange from
4 a.m. to 8 p.m. ET in accordance with
NYSE Arca Equities Rule 7.34. The
Exchange represents that it has
appropriate rules to facilitate
transactions in the Shares during all
trading sessions, including rules
governing trading halts, as provided in
NYSE Arca Equities Rule 5.5(g)(2)(b).
Surveillance. The Exchange intends to
utilize its existing surveillance
procedures applicable to Investment
Company Units to monitor trading in
the Shares. The Exchange represents
that these procedures, which focus on
detecting when securities trade outside
their normal patterns, are adequate to
properly monitor Exchange trading of
the Shares in all trading sessions and to
deter and detect violations of Exchange
rules. The Exchange further represents
that it may obtain information via the
Intermarket Surveillance Group (‘‘ISG’’)
from other exchanges that are members
or affiliate members of ISG.13 The
Exchange states that it has a general
policy prohibiting the distribution of
material, non-public information by its
employees.
Information Bulletin. Prior to the
commencement of trading, the Exchange
12 The Bid-Ask Price of the Fund is determined
using the highest bid and lowest offer on the
Exchange as of the time of calculation of the Fund’s
NAV.
13 The Exchange notes that one or more of the
securities comprising the Index may trade on
exchanges that are not members or affiliate
members of ISG, and the Exchange may not have
in place comprehensive surveillance sharing
agreements with such exchanges.
PO 00000
Frm 00076
Fmt 4703
Sfmt 4703
will inform its ETP Holders 14 in an
Information Bulletin (‘‘Bulletin’’) of the
special characteristics and risks
associated with trading the Shares.
Specifically, the Bulletin will discuss:
(1) The procedures for purchases and
redemptions of Shares in Creation Unit
Aggregations (and that Shares are not
individually redeemable); (2) NYSE
Arca Equities Rule 9.2(a), which
imposes a duty of due diligence on its
ETP Holders to learn the essential facts
relating to every customer prior to
trading the Shares; (3) how information
regarding the IOPV is disseminated; (4)
the risks involved in trading the shares
during the Opening and Late Trading
Sessions when an updated IOPV will
not be calculated or publicly available;
(5) the requirement that ETP Holders
deliver a prospectus to investors
purchasing newly issued Shares prior to
or concurrently with the confirmation of
a transaction; and (6) trading
information. In addition, the Bulletin
will reference that the Fund is subject
to various fees and expenses described
in the Registration Statement and will
also discuss any exemptive, no-action,
or interpretive relief granted by the
Commission from provisions of the Act
and the rules thereunder. The Bulletin
will also disclose that the NAV for the
Shares will be calculated after 4 p.m. ET
each trading day.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,15 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,16 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities,
and to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
14 See NYSE Arca Equities Rule 1.1 (defining ETP
Holder as a registered broker or dealer that is a sole
proprietorship, partnership, corporation, limited
liability company, or other organization in good
standing that has been issued an Equity Trading
Permit or ‘‘ETP’’).
15 15 U.S.C. 78f(b).
16 15 U.S.C. 78f(b)(5).
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Federal Register / Vol. 73, No. 3 / Friday, January 4, 2008 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Number SR–NYSEArca–2007–127 and
should be submitted on or before
January 25, 2008.
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Change
After careful consideration, the
Commission finds that the proposed
III. Solicitation of Comments
rule change is consistent with the
Interested persons are invited to
requirements of the Act and the rules
submit written data, views, and
and regulations thereunder applicable to
arguments concerning the foregoing,
a national securities exchange.17 In
including whether the proposed rule
particular, the Commission finds that
change is consistent with the Act.
the proposed rule change is consistent
Comments may be submitted by any of
with Section 6(b)(5) of the Act,18 which
the following methods:
requires that the rules of a national
securities exchange be designed, among
Electronic Comments:
other things, to promote just and
• Use the Commission’s Internet
equitable principles of trade, to remove
comment form (https://www.sec.gov/
impediments to and perfect the
rules/sro.shtml); or
mechanism of a free and open market
• Send an e-mail to ruleand a national market system, and, in
comments@sec.gov. Please include File
general, to protect investors and the
Number SR–NYSEArca–2007–127 on
public interest.
the subject line.
Although NYSE Arca Equities Rule
Paper Comments:
5.2(j)(3) permits the Exchange to list and
trade ICUs, the Shares do not meet all
• Send paper comments in triplicate
of the generic listing requirements 19
to Nancy M. Morris, Secretary,
under such rule because the
Securities and Exchange Commission,
components of the Index do not meet
100 F Street, NE., Washington, DC
the requirements of Commentary
20549–1090.
.01(a)(B)(3) to NYSE Arca Equities Rule
All submissions should refer to File
5.2(j)(3). Commentary .01(a)(B)(3) to
Number SR–NYSEArca–2007–127. This
NYSE Arca Equities Rule 5.2(j)(3)
file number should be included on the
requires that, upon the initial listing of
subject line if e-mail is used. To help the
any series of ICUs pursuant to Rule 19b–
Commission process and review your
4(e) under the Act, the most heavily
comments more efficiently, please use
weighted component stock must not
only one method. The Commission will
exceed 25% of the weight of the index
post all comments on the Commission’s
or portfolio, and the five most heavily
Internet Web site (https://www.sec.gov/
weighted component stocks must not
rules/sro.shtml). Copies of the
exceed 60% of the weight of the index
submission, all subsequent
or portfolio. According to the Exchange,
amendments, all written statements
as of December 1, 2007, the most
with respect to the proposed rule
heavily weighted component stock
change that are filed with the
represented 28.58% of the weight of the
Commission, and all written
Index, and the five most heavily
communications relating to the
weighted component stocks represented
proposed rule change between the
61.58% of the weight of the Index. Such
Commission and any person, other than
percentages miss the minimum required
those that may be withheld from the
thresholds by 3.58% and 1.58%,
public in accordance with the
provisions of 5 U.S.C. 552, will be
17 In approving this rule change, the Commission
available for inspection and copying in
notes that it has considered the proposed rule’s
impact on efficiency, competition, and capital
the Commission’s Public Reference
formation. See 15 U.S.C. 78c(f).
Room, 100 F Street, NE., Washington,
18 15 U.S.C. 78f(b)(5).
DC 20549, on official business days
19
between the hours of 10 a.m. and 3 p.m. ArcaThe generic listing requirements under NYSE
Equities Rule 5.2(j)(3) permit the listing and
Copies of such filing also will be
trading of ICUs pursuant to Rule 19b–4(e) under the
Act (17 CFR 240.19b–4(e)). Rule 19b–4(e) provides
available for inspection and copying at
the principal office of the Exchange. All that the listing and trading of a new derivative
securities product by a self-regulatory organization
comments received will be posted
(‘‘SRO’’) shall not be deemed a proposed rule
without change; the Commission does
change, pursuant to Rule 19b–4(c)(1), if the
Commission has approved, pursuant to Section
not edit personal identifying
19(b) of the Act, the SRO’s trading rules,
information from submissions. You
procedures, and listing standards for the product
should submit only information that
class that would include the new derivative
you wish to make available publicly. All securities product, and the SRO has a surveillance
program for the product class.
submissions should refer to File
jlentini on PROD1PC65 with NOTICES
The Exchange states that written
comments on the proposed rule change
were neither solicited nor recieved.
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16:42 Jan 03, 2008
Jkt 214001
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Fmt 4703
Sfmt 4703
915
respectively, and therefore the Shares
cannot be listed and traded pursuant to
the generic listing standards of NYSE
Arca Equities Rule 5.2(j)(3).
The Commission believes, however,
that the listing and trading of the Shares
is consistent with the Act. The
Commission notes that, based on the
Exchange’s representations, the Shares
otherwise meet all of the other
applicable generic listing standards
under NYSE Arca Equities Rule 5.2(j)(3).
The Commission further notes that it
has previously approved the listing and
trading of derivative securities products
based on indices that were composed of
stocks that did not meet certain
quantitative generic listing criteria by
only a slight margin.20
The Commission also finds that the
proposal is consistent with Section
11A(a)(1)(C)(iii) of the Act,21 which sets
forth Congress’ finding that it is in the
public interest and appropriate for the
protection of investors and the
maintenance of fair and orderly markets
to assure the availability to brokers,
dealers, and investors of information
with respect to quotations for and
transactions in securities. Quotations
and last-sale information for the Shares
will be disseminated through the
facilities of the CTA. MSCI or thirdparty market data vendors will make
available at least every 60 seconds an
updated Index value during the
Exchange’s Core Trading Session. In
addition, an independent third-party
calculator will calculate and
disseminate the IOPV through the
facilities of the CTA at least every 15
seconds during the Exchange’s Core
Trading Session. Further, the Fund’s
Web site will disseminate information
relating to the NAV and the Bid/Ask
Price for the Shares, as well as the
specific holdings of the Fund.
The Commission believes that the
proposed rule change is reasonably
20 See, e.g., Securities Exchange Act Release No.
55953 (June 25, 2007), 72 FR 36084 (July 2, 2007)
(SR–NYSE–2007–46) (approving the listing and
trading of shares of the HealthSharesTM Orthopedic
Repair exchange-traded fund where the component
stocks comprising the index that individually
exceeded the minimum worldwide monthly trading
volume of 250,000 shares during each of the last six
months accounted, in the aggregate, for 86.2% of
the weight of the index, narrowly missing
compliance with the initial listing requirement by
3.8%); Securities Exchange Act Release No. 56695
(October 24, 2007), 72 FR 61413 (October 30, 2007)
(SR–NYSEArca–2007–111) (approving the listing
and trading of shares of the HealthSharesTM
Ophthalmology exchange-traded fund where the
component stocks comprising the index that
individually exceeded the minimum worldwide
monthly trading volume of 250,000 shares during
each of the last six months accounted, in the
aggregate, for only 88.2% of the weight of the index,
narrowly missing compliance with the generic
listing standard by 1.8%).
21 15 U.S.C. 78k–1(a)(1)(C)(iii).
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Federal Register / Vol. 73, No. 3 / Friday, January 4, 2008 / Notices
designed to promote fair disclosure of
information that may be necessary to
appropriately price the Shares. Under
Rule 5.2(j)(3)(v), the Exchange is
required to obtain a representation from
iShares, Inc. that the NAV per Share
will be calculated daily and made
available to all market participants at
the same time. In addition, the
Exchange represents that the Web site
disclosure of the information regarding
the Shares and the portfolio
composition of the Fund will be made
available to all market participants at
the same time. The Exchange further
represents that MSCI has procedures in
place that comply with the requirements
of Commentary .01(b)(1) to NYSE Arca
Equities Rule 5.2(j)(3), which relates to
restricted access of information
concerning changes and adjustments to
the Index.
The Commission further believes that
the trading rules and procedures to
which the Shares would be subject
pursuant to this proposal are consistent
with the Act. The Shares would trade as
equity securities and be subject to NYSE
Arca’s rules governing the trading of
equity securities. The Commission also
believes that the Exchange’s trading halt
rules under NYSE Arca Equities Rule
5.5(g)(2)(b) are reasonably designed to
prevent trading in the Shares when
transparency is impaired.
In support of this proposal, the
Exchange has made the following
representations:
1. The Exchange would utilize its
existing surveillance procedures
applicable to ICUs to monitor trading of
the Shares. The Exchange represents
that such surveillance procedures are
adequate to properly monitor the
trading of the Shares. The Exchange
may obtain trading information via the
ISG from other exchanges that are
members or affiliate members of ISG.22
2. Prior to the commencement of
trading, the Exchange will inform its
ETP Holders in the Bulletin of the
special characteristics and risks
(including the risks involved in trading
the Shares during the Opening and Late
Trading Sessions when an updated
IOPV will not be calculated or publicly
available) associated with trading the
Shares. The Bulletin will discuss the
procedures for purchases and
redemptions of Shares, the Exchange’s
suitability requirements, information
regarding the IOPV, and prospectus
delivery requirements.
3. The Exchange represents that
iShares, Inc. is required to comply with
Rule 10A–3 under the Act 23 for the
initial and continued listing of the
Shares.
This approval order is based on the
Exchange’s representations.
The Commission finds good cause,
pursuant to Section 19(b)(2) of the
Act,24 for approving the proposed rule
change prior to the 30th day after the
date of publication of notice in the
Federal Register. The Commission notes
that the Shares are currently listed on
NYSE and trading on the Exchange
pursuant to UTP. This proposal would
move the listing from NYSE to NYSE
Arca. Given that the Shares comply with
all of NYSE Arca’s initial generic listing
standards for ICUs (except for narrowly
missing two requirements of
Commentary .01(a)(B)(3) to NYSE Arca
Equities Rule 5.2(j)(3)) the listing and
trading of the Shares by NYSE Arca
does not appear to present any novel or
significant regulatory issues. Therefore,
the Commission finds that there is good
cause to approve the proposed rule
change, as modified by Amendment No.
1 thereto, on an accelerated basis.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) under the Act,25 that
the proposed rule change (SR–
NYSEArca–2007–127), as modified by
Amendment No. 1 thereto, be, and it
hereby is, approved on an accelerated
basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.26
Nancy M. Morris,
Secretary.
[FR Doc. E7–25581 Filed 1–3–08; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF TRANSPORTATION
Pipeline and Hazardous Materials
Safety Administration
[Docket Number PHMSA–2007–28119;
Notice No. 07–9]
Proposed Recommended Practices for
Bulk Loading and Unloading of
Hazardous Materials in Transportation
Pipeline and Hazardous
Materials Safety Administration
(PHMSA).
ACTION: Notice; request for comments.
AGENCY:
SUMMARY: This notice solicits
information and comments on proposed
recommended practices for loading and
unloading operations involving bulk
24 15
U.S.C. 78s(b)(2).
U.S.C. 78s(b)(2).
26 17 CFR 200.30–3(a)(12).
22 See
supra note 13.
23 17 CFR 240.10A–3.
VerDate Aug<31>2005
16:42 Jan 03, 2008
25 15
Jkt 214001
PO 00000
Frm 00078
Fmt 4703
Sfmt 4703
packagings used to transport hazardous
materials. In this notice, we summarize
incident data related to bulk loading
and unloading operations; discuss
recommendations issued by the
National Transportation Safety Board
and the Chemical and Safety Hazard
Investigation Board; provide an
overview of current Federal regulations
applicable to bulk loading and
unloading operations; summarize the
results of a public workshop we hosted
earlier this year; and set forth proposed
recommended practices for bulk loading
and unloading operations. Based on
information and comments received, we
plan to consider strategies for enhancing
the safety of bulk loading and unloading
operations, including whether
additional regulatory requirements may
be necessary. In addition, we are
soliciting comments on whether there
are existing gaps and/or overlaps in
regulations promulgated by PHMSA,
OSHA, EPA and the USCG that
adversely affect the safety of these
operations, and how any identified gaps
and/or overlaps in Federal regulations
should be addressed.
DATES: Submit comments by February 8,
2008.
ADDRESSES: You may submit comments
identified by the docket number
(PHMSA–2007–28119) by any of the
following methods:
• Federal eRulemaking Portal: Go to
https://www.regulations.gov. Follow the
online instructions for submitting
comments.
• Fax: 1–202–493–2251.
• Mail: Docket Operations, U.S.
Department of Transportation, West
Building, Ground Floor, Room W12–
140, Routing Symbol M–30, 1200 New
Jersey Avenue, SE., Washington, DC
20590.
• Hand Delivery: To Docket
Operations, Room W12–140 on the
ground floor of the West Building, 1200
New Jersey Avenue, SE., Washington,
DC 20590, between 9 a.m. and 5 p.m.,
Monday through Friday, except Federal
Holidays.
Instructions: All submissions must
include the agency name and docket
number for this notice at the beginning
of the comment. Note that all comments
received will be posted without change
to the docket management system,
including any personal information
provided.
Docket: For access to the dockets to
read background documents or
comments received, go to https://
www.regulations.gov, or DOT’s Docket
Operations Office (see ADDRESSES).
PRIVACY ACT: Anyone is able to search
the electronic form of any written
E:\FR\FM\04JAN1.SGM
04JAN1
Agencies
[Federal Register Volume 73, Number 3 (Friday, January 4, 2008)]
[Notices]
[Pages 913-916]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-25581]
[[Page 913]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57047; File No. SR-NYSEArca-2007-127]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Order Granting Accelerated Approval of a Proposed Rule Change, as
Modified by Amendment No. 1 Thereto, To List and Trade Shares of the
iShares MSCI Belgium Index Fund
December 27, 2007.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on December 13, 2007, NYSE Arca, Inc. (``NYSE Arca'' or ``Exchange''),
through its wholly owned subsidiary, NYSE Arca Equities, Inc. (``NYSE
Arca Equities''), filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been substantially prepared by the Exchange.
On December 19, 2007, the Exchange filed Amendment No. 1 to the
proposed rule change. This order provides notice of the proposed rule
change, as amended, and approves the amended proposal on an accelerated
basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to list and trade shares (``Shares'') of the
iShares MSCI Belgium Index Fund (``Fund'').\3\ The text of the proposed
rule change is available at the Exchange's principal office, the
Commission's Public Reference Room, and https://www.nyse.com.
---------------------------------------------------------------------------
\3\ The Shares are issued by iShares, Inc., an open-ended
management investment company registered under the Investment
Company Act of 1940 (15 U.S.C. 80a).
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of, and basis for, the proposed rule change, and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item III below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to list and trade the Shares of the Fund
pursuant to NYSE Arca Equities Rule 5.2(j)(3), the Exchange's listing
standards for Investment Company Units (``ICUs'').\4\ The Shares are
currently listed on the New York Stock Exchange LLC (``NYSE'') \5\ and
traded by the Exchange pursuant to unlisted trading privileges
(``UTP'').\6\ The Exchange states that, if the Commission approves this
proposed rule change, the listing and trading of the Shares will
transfer from NYSE to NYSE Arca, and the Shares will cease trading on
NYSE.
---------------------------------------------------------------------------
\4\ An Investment Company Unit is a security that represents an
interest in a registered investment company that holds securities
comprising, or otherwise based on or representing an interest in, an
index or portfolio of securities (or holds securities in another
registered investment company that holds securities comprising, or
otherwise based on or representing an interest in, an index or
portfolio of securities). See NYSE Arca Equities Rule 5.2(j)(3)(A).
\5\ See Securities Exchange Act Release No. 52816 (November 21,
2005), 70 FR 71574 (November 29, 2005) (SR-NYSE-2005-70) (approving
the listing and trading of the Shares, among others).
\6\ See Securities Exchange Act Release No. 55017 (December 28,
2006), 72 FR 1044 (January 9, 2007) (SR-NYSEArca-2006-34) (approving
the trading of the Shares, among others, pursuant to UTP).
---------------------------------------------------------------------------
The Fund seeks to provide investment results that correspond
generally to the price and yield performance, before fees and expenses,
of publicly traded securities in the aggregate in the Belgian market,
as represented by the MSCI Belgium Investable Market Index (the
``Index''). The Index is designed to cover approximately 99% of the
investable large-, mid-, and small-cap securities of the Belgian
market.
NYSE Arca represents that the Shares meet each of the ``generic''
listing requirements of Commentary .01(a)(B) to NYSE Arca Equities Rule
5.2(j)(3) applicable to the listing of ICUs based on equity securities
comprising international or global indexes, except for the requirements
set forth in Commentary .01(a)(B)(3) to NYSE Arca Equities Rule
5.2(j)(3) that: (1) The most heavily weighted component stock must not
exceed 25% of the weight of the index or portfolio; and (2) the five
most heavily weighted component stocks must not exceed 60% of the
weight of the index or portfolio. The Exchange represents that, as of
December 1, 2007, the most heavily weighted component stock represented
28.58% of the weight of the Index, and the five most heavily weighted
component stocks represented 61.58% of the weight of the Index. Because
the heavily weighted component stocks of the Index fall below the
required minimum percentages in Commentary .01(a)(B)(3) to NYSE Arca
Equities Rule 5.2(j)(3), the Exchange has filed the proposed rule
change to list and trade the Shares. The Exchange represents that,
except for Commentary .01(a)(B)(3) to NYSE Arca Equities Rule
5.2(j)(3), the Shares currently satisfy all of the generic listing
standards under NYSE Arca Equities Rule 5.2(j)(3) and further
represents that the continued listing standards under NYSE Arca
Equities Rule 5.5(g)(2) applicable to Investment Company Units shall
apply to the Shares.
Detailed descriptions of the Fund, the Index, and the Shares can be
found in the Registration Statement\7\ or on the Web site for the Fund
(https://www.ishares.com).
Availability of Information. The Exchange states that quotations
for and last-sale information regarding the Shares is disseminated
through the facilities of the Consolidated Tape Association (``CTA'').
The Index value is calculated by Morgan Stanley Capital International,
Inc. (``MSCI''), the Index provider, for each trading day in the
applicable foreign exchange markets based on official closing prices in
such exchange markets and publicly disseminates the Index values for
the previous day's close.\8\ MSCI or third-party major market data
vendors will make available at least every 60 seconds an updated Index
value when foreign trading market hours overlap with the Core Trading
Session (9:30 a.m. to 4:15 p.m. ET).\9\ When the foreign markets are
[[Page 914]]
closed during Exchange trading hours, the Fund will provide closing
Index values on https://www.ishares.com. iShares, Inc. will cause to be
made available daily the names and required number of shares of each of
the securities to be deposited in connection with the issuance of the
Fund's Shares, as well as information relating to the required cash
payment representing, in part, the amount of accrued dividends for the
Fund.
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\7\ See iShares, Inc.'s Registration Statement on Form N-1A, as
supplemented through December 6, 2007 (File Nos. 33-97598 and 811-
09102) (``Registration Statement'').
\8\ The Exchange notes that, when a broker-dealer or its
affiliate, such as MSCI, is involved in the development and
maintenance of a stock index upon which a product such as iShares is
based, the broker-dealer or its affiliate should have procedures
designed specifically to address the improper sharing of
information. See Securities Exchange Act Release No. 52178 (July 29,
2005), 70 FR 46244 n.18 (August 9, 2005) (SR-NYSE-2005-41)
(describing the procedures which must be in place to prevent the
improper sharing of information). The Exchange represents that MSCI
has implemented procedures to prevent the misuse of material, non-
public information regarding changes to component stocks in the
MSCI, in accordance with the requirements of Commentary .01(b)(1) to
NYSE Arca Equities Rule 5.2(j)(3).
\9\ See NYSE Arca Equities Rule 7.34. The Commission has
approved the Shares to trade in all three trading sessions on the
Exchange: (1) Opening Session (4 a.m. to 9:30 a.m. Eastern Time or
``ET''); (2) Core Trading Session (9:30 a.m. to 4 p.m. ET); and (3)
Late Trading Session (4 p.m. to 8 p.m. ET). See Securities Exchange
Release No. 56627 (October 5, 2007), 72 FR 58145 (October 12, 2007)
(SR-NYSEArca-2007-75) (approving the Shares, among others, to be
traded in all trading sessions).
---------------------------------------------------------------------------
In addition, the Indicative Optimized Portfolio Value or ``IOPV''
on a per-Share basis will be calculated by an independent third party
and disseminated through the facilities of the CTA at least every 15
seconds during the Core Trading Session.\10\ The Exchange states that,
because the Fund utilizes a representative sampling strategy, the IOPV
likely will not reflect the value of all securities included in the
Index or necessarily reflect the precise composition of the current
portfolio of securities held by the Fund at a particular moment. The
Exchange notes that the IOPV disseminated during the Core Trading
Session should not be viewed as a real-time update of the NAV of the
Fund, which is calculated only once a day.
---------------------------------------------------------------------------
\10\ The Exchange states that there is an overlap in trading
hours between the foreign and U.S. markets for the Fund and the
foreign market that trades securities in the underlying Index.
Therefore, the IOPV calculator will update the IOPV at least every
15 seconds to reflect price changes in the applicable foreign market
and convert such prices into U.S. dollars based on the currency
exchange rate. When the foreign market is closed and the U.S.
markets are open, the IOPV will be updated at least every 15 seconds
to reflect changes in currency exchange rates after the foreign
market closes.
---------------------------------------------------------------------------
The Fund administrator, State Street Bank and Trust Company, will
calculate the net asset value or ``NAV'' for the Fund once a day on
each day that the NYSE is open for trading, generally at 4 p.m. ET. The
NAV will also be available to the public on https://www.ishares.com,
from the Fund distributor by means of a toll-free phone number, and to
participants of the National Securities Clearing Corporation.
Information with respect to recent NAV, number of Shares
outstanding, estimated cash amount, total cash amount per Creation Unit
Aggregation,\11\ and other data with respect to the Fund will also be
disseminated prior to the opening of the Core Trading Session on a
daily basis by means of CTA and Consolidated Quote High Speed Lines. In
addition, the Web site for the Fund will contain the following
information, on a per-Share basis: (1) The prior business day's NAV,
the mid-point of the bid-ask price at the time of calculation of such
NAV (``Bid/Ask Price''),\12\ and a calculation of the premium or
discount of such price against such NAV; and (2) data in chart format
displaying the frequency distribution of discounts and premiums of the
Bid/Ask Price against the NAV, within appropriate ranges, for each of
the four previous calendar quarters. Finally, the Exchange states that
MSCI's Web site at https://www.mscibarra.com will make available the
components of the Index, and the holdings of the Fund will be available
at https://www.ishares.com. The Exchange represents that the information
on the Fund Web site will be available to all market participants at
the same time.
---------------------------------------------------------------------------
\11\ See Registration Statement, supra note 7 (providing the
definition of Creation Unit Aggregation and the procedures for
purchasing and redeeming Shares).
\12\ The Bid-Ask Price of the Fund is determined using the
highest bid and lowest offer on the Exchange as of the time of
calculation of the Fund's NAV.
---------------------------------------------------------------------------
Trading Rules and Halts. The Exchange deems the Shares to be equity
securities, thus rendering trading in the Shares subject to the
Exchange's existing rules governing the trading of equity securities.
As stated earlier, the Shares will trade on the Exchange from 4 a.m. to
8 p.m. ET in accordance with NYSE Arca Equities Rule 7.34. The Exchange
represents that it has appropriate rules to facilitate transactions in
the Shares during all trading sessions, including rules governing
trading halts, as provided in NYSE Arca Equities Rule 5.5(g)(2)(b).
Surveillance. The Exchange intends to utilize its existing
surveillance procedures applicable to Investment Company Units to
monitor trading in the Shares. The Exchange represents that these
procedures, which focus on detecting when securities trade outside
their normal patterns, are adequate to properly monitor Exchange
trading of the Shares in all trading sessions and to deter and detect
violations of Exchange rules. The Exchange further represents that it
may obtain information via the Intermarket Surveillance Group (``ISG'')
from other exchanges that are members or affiliate members of ISG.\13\
The Exchange states that it has a general policy prohibiting the
distribution of material, non-public information by its employees.
---------------------------------------------------------------------------
\13\ The Exchange notes that one or more of the securities
comprising the Index may trade on exchanges that are not members or
affiliate members of ISG, and the Exchange may not have in place
comprehensive surveillance sharing agreements with such exchanges.
---------------------------------------------------------------------------
Information Bulletin. Prior to the commencement of trading, the
Exchange will inform its ETP Holders \14\ in an Information Bulletin
(``Bulletin'') of the special characteristics and risks associated with
trading the Shares. Specifically, the Bulletin will discuss: (1) The
procedures for purchases and redemptions of Shares in Creation Unit
Aggregations (and that Shares are not individually redeemable); (2)
NYSE Arca Equities Rule 9.2(a), which imposes a duty of due diligence
on its ETP Holders to learn the essential facts relating to every
customer prior to trading the Shares; (3) how information regarding the
IOPV is disseminated; (4) the risks involved in trading the shares
during the Opening and Late Trading Sessions when an updated IOPV will
not be calculated or publicly available; (5) the requirement that ETP
Holders deliver a prospectus to investors purchasing newly issued
Shares prior to or concurrently with the confirmation of a transaction;
and (6) trading information. In addition, the Bulletin will reference
that the Fund is subject to various fees and expenses described in the
Registration Statement and will also discuss any exemptive, no-action,
or interpretive relief granted by the Commission from provisions of the
Act and the rules thereunder. The Bulletin will also disclose that the
NAV for the Shares will be calculated after 4 p.m. ET each trading day.
---------------------------------------------------------------------------
\14\ See NYSE Arca Equities Rule 1.1 (defining ETP Holder as a
registered broker or dealer that is a sole proprietorship,
partnership, corporation, limited liability company, or other
organization in good standing that has been issued an Equity Trading
Permit or ``ETP'').
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\15\ in general, and furthers the
objectives of Section 6(b)(5) of the Act,\16\ in particular, in that it
is designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transactions in securities, and to remove impediments to and perfect
the mechanism of a free and open market and a national market system.
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\15\ 15 U.S.C. 78f(b).
\16\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
[[Page 915]]
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange states that written comments on the proposed rule
change were neither solicited nor recieved.
III. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments:
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2007-127 on the subject line.
Paper Comments:
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2007-127. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room, 100 F Street,
NE., Washington, DC 20549, on official business days between the hours
of 10 a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEArca-2007-127 and should
be submitted on or before January 25, 2008.
IV. Commission's Findings and Order Granting Accelerated Approval of
the Proposed Rule Change
After careful consideration, the Commission finds that the proposed
rule change is consistent with the requirements of the Act and the
rules and regulations thereunder applicable to a national securities
exchange.\17\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\18\ which
requires that the rules of a national securities exchange be designed,
among other things, to promote just and equitable principles of trade,
to remove impediments to and perfect the mechanism of a free and open
market and a national market system, and, in general, to protect
investors and the public interest.
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\17\ In approving this rule change, the Commission notes that it
has considered the proposed rule's impact on efficiency,
competition, and capital formation. See 15 U.S.C. 78c(f).
\18\ 15 U.S.C. 78f(b)(5).
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Although NYSE Arca Equities Rule 5.2(j)(3) permits the Exchange to
list and trade ICUs, the Shares do not meet all of the generic listing
requirements \19\ under such rule because the components of the Index
do not meet the requirements of Commentary .01(a)(B)(3) to NYSE Arca
Equities Rule 5.2(j)(3). Commentary .01(a)(B)(3) to NYSE Arca Equities
Rule 5.2(j)(3) requires that, upon the initial listing of any series of
ICUs pursuant to Rule 19b-4(e) under the Act, the most heavily weighted
component stock must not exceed 25% of the weight of the index or
portfolio, and the five most heavily weighted component stocks must not
exceed 60% of the weight of the index or portfolio. According to the
Exchange, as of December 1, 2007, the most heavily weighted component
stock represented 28.58% of the weight of the Index, and the five most
heavily weighted component stocks represented 61.58% of the weight of
the Index. Such percentages miss the minimum required thresholds by
3.58% and 1.58%, respectively, and therefore the Shares cannot be
listed and traded pursuant to the generic listing standards of NYSE
Arca Equities Rule 5.2(j)(3).
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\19\ The generic listing requirements under NYSE Arca Equities
Rule 5.2(j)(3) permit the listing and trading of ICUs pursuant to
Rule 19b-4(e) under the Act (17 CFR 240.19b-4(e)). Rule 19b-4(e)
provides that the listing and trading of a new derivative securities
product by a self-regulatory organization (``SRO'') shall not be
deemed a proposed rule change, pursuant to Rule 19b-4(c)(1), if the
Commission has approved, pursuant to Section 19(b) of the Act, the
SRO's trading rules, procedures, and listing standards for the
product class that would include the new derivative securities
product, and the SRO has a surveillance program for the product
class.
---------------------------------------------------------------------------
The Commission believes, however, that the listing and trading of
the Shares is consistent with the Act. The Commission notes that, based
on the Exchange's representations, the Shares otherwise meet all of the
other applicable generic listing standards under NYSE Arca Equities
Rule 5.2(j)(3). The Commission further notes that it has previously
approved the listing and trading of derivative securities products
based on indices that were composed of stocks that did not meet certain
quantitative generic listing criteria by only a slight margin.\20\
---------------------------------------------------------------------------
\20\ See, e.g., Securities Exchange Act Release No. 55953 (June
25, 2007), 72 FR 36084 (July 2, 2007) (SR-NYSE-2007-46) (approving
the listing and trading of shares of the HealthSharesTM
Orthopedic Repair exchange-traded fund where the component stocks
comprising the index that individually exceeded the minimum
worldwide monthly trading volume of 250,000 shares during each of
the last six months accounted, in the aggregate, for 86.2% of the
weight of the index, narrowly missing compliance with the initial
listing requirement by 3.8%); Securities Exchange Act Release No.
56695 (October 24, 2007), 72 FR 61413 (October 30, 2007) (SR-
NYSEArca-2007-111) (approving the listing and trading of shares of
the HealthSharesTM Ophthalmology exchange-traded fund
where the component stocks comprising the index that individually
exceeded the minimum worldwide monthly trading volume of 250,000
shares during each of the last six months accounted, in the
aggregate, for only 88.2% of the weight of the index, narrowly
missing compliance with the generic listing standard by 1.8%).
---------------------------------------------------------------------------
The Commission also finds that the proposal is consistent with
Section 11A(a)(1)(C)(iii) of the Act,\21\ which sets forth Congress'
finding that it is in the public interest and appropriate for the
protection of investors and the maintenance of fair and orderly markets
to assure the availability to brokers, dealers, and investors of
information with respect to quotations for and transactions in
securities. Quotations and last-sale information for the Shares will be
disseminated through the facilities of the CTA. MSCI or third-party
market data vendors will make available at least every 60 seconds an
updated Index value during the Exchange's Core Trading Session. In
addition, an independent third-party calculator will calculate and
disseminate the IOPV through the facilities of the CTA at least every
15 seconds during the Exchange's Core Trading Session. Further, the
Fund's Web site will disseminate information relating to the NAV and
the Bid/Ask Price for the Shares, as well as the specific holdings of
the Fund.
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\21\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
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The Commission believes that the proposed rule change is reasonably
[[Page 916]]
designed to promote fair disclosure of information that may be
necessary to appropriately price the Shares. Under Rule 5.2(j)(3)(v),
the Exchange is required to obtain a representation from iShares, Inc.
that the NAV per Share will be calculated daily and made available to
all market participants at the same time. In addition, the Exchange
represents that the Web site disclosure of the information regarding
the Shares and the portfolio composition of the Fund will be made
available to all market participants at the same time. The Exchange
further represents that MSCI has procedures in place that comply with
the requirements of Commentary .01(b)(1) to NYSE Arca Equities Rule
5.2(j)(3), which relates to restricted access of information concerning
changes and adjustments to the Index.
The Commission further believes that the trading rules and
procedures to which the Shares would be subject pursuant to this
proposal are consistent with the Act. The Shares would trade as equity
securities and be subject to NYSE Arca's rules governing the trading of
equity securities. The Commission also believes that the Exchange's
trading halt rules under NYSE Arca Equities Rule 5.5(g)(2)(b) are
reasonably designed to prevent trading in the Shares when transparency
is impaired.
In support of this proposal, the Exchange has made the following
representations:
1. The Exchange would utilize its existing surveillance procedures
applicable to ICUs to monitor trading of the Shares. The Exchange
represents that such surveillance procedures are adequate to properly
monitor the trading of the Shares. The Exchange may obtain trading
information via the ISG from other exchanges that are members or
affiliate members of ISG.\22\
---------------------------------------------------------------------------
\22\ See supra note 13.
---------------------------------------------------------------------------
2. Prior to the commencement of trading, the Exchange will inform
its ETP Holders in the Bulletin of the special characteristics and
risks (including the risks involved in trading the Shares during the
Opening and Late Trading Sessions when an updated IOPV will not be
calculated or publicly available) associated with trading the Shares.
The Bulletin will discuss the procedures for purchases and redemptions
of Shares, the Exchange's suitability requirements, information
regarding the IOPV, and prospectus delivery requirements.
3. The Exchange represents that iShares, Inc. is required to comply
with Rule 10A-3 under the Act \23\ for the initial and continued
listing of the Shares.
---------------------------------------------------------------------------
\23\ 17 CFR 240.10A-3.
This approval order is based on the Exchange's representations.
The Commission finds good cause, pursuant to Section 19(b)(2) of
the Act,\24\ for approving the proposed rule change prior to the 30th
day after the date of publication of notice in the Federal Register.
The Commission notes that the Shares are currently listed on NYSE and
trading on the Exchange pursuant to UTP. This proposal would move the
listing from NYSE to NYSE Arca. Given that the Shares comply with all
of NYSE Arca's initial generic listing standards for ICUs (except for
narrowly missing two requirements of Commentary .01(a)(B)(3) to NYSE
Arca Equities Rule 5.2(j)(3)) the listing and trading of the Shares by
NYSE Arca does not appear to present any novel or significant
regulatory issues. Therefore, the Commission finds that there is good
cause to approve the proposed rule change, as modified by Amendment No.
1 thereto, on an accelerated basis.
---------------------------------------------------------------------------
\24\ 15 U.S.C. 78s(b)(2).
---------------------------------------------------------------------------
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) under the
Act,\25\ that the proposed rule change (SR-NYSEArca-2007-127), as
modified by Amendment No. 1 thereto, be, and it hereby is, approved on
an accelerated basis.
---------------------------------------------------------------------------
\25\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\26\
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\26\ 17 CFR 200.30-3(a)(12).
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Nancy M. Morris,
Secretary.
[FR Doc. E7-25581 Filed 1-3-08; 8:45 am]
BILLING CODE 8011-01-P