Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting Accelerated Approval of a Proposed Rule Change, as Modified by Amendment No. 1 Thereto, Relating to the Listing and Trading of Six iShares® S&P GSCITM, 13599-13601 [E8-5034]
Download as PDF
Federal Register / Vol. 73, No. 50 / Thursday, March 13, 2008 / Notices
the proposal is consistent with Section
6(b)(5) of the Act in that it is designed
to prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
Electronic Comments
cooperation and coordination with
• Use the Commission’s Internet
persons engaged in facilitating
comment form (https://www.sec.gov/
transactions in securities, to remove
rules/sro.shtml); or
impediments to and perfect the
• Send an e-mail to rulemechanism of a free and open market
comments@sec.gov. Please include File
and a national market system, and in
Number SR–NSX–2008–05 on the
general to protect investors and the
subject line.
public interest.
Paper Comments
This proposal would consolidate into
• Send paper comments in triplicate
a single rule various provisions related
to Nancy M. Morris, Secretary,
to UTP that have been established in
Securities and Exchange Commission,
other new products proposals
100 F Street, NE., Washington, DC
previously approved by the
20549.
Commission. In addition, proposed NSX
All submissions should refer to File
Rule 15.9 is closely modeled on a
Number SR–NSX–2008–05. This file
similar rule of another exchange,
number should be included on the
subject line if e-mail is used. To help the changes to which were recently
approved by the Commission.10 The
Commission process and review your
Commission finds good cause for
comments more efficiently, please use
only one method. The Commission will approving the proposed rule change
post all comments on the Commission’s prior to the 30th day after the date of
publication of the notice of filing thereof
Internet Web site (https://www.sec.gov/
in the Federal Register. NSX’s proposal
rules/sro.shtml). Copies of the
does not raise any novel issues, and
submission, all subsequent
amendments, all written statements
accelerated approval thereof will
with respect to the proposed rule
expedite the trading of additional
change that are filed with the
products by the Exchange, subject to
Commission, and all written
consistent and reasonable standards.
communications relating to the
Therefore, the Commission finds good
proposed rule change between the
cause, consistent with Section 19(b)(2)
Commission and any person, other than of the Act, to approve the proposed rule
those that may be withheld from the
change on an accelerated basis.
public in accordance with the
V. Conclusion
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
It is therefore ordered, pursuant to
the Commission’s Public Reference
Section 19(b)(2) of the Act,11 that the
Room, 100 F Street, NE., Washington,
proposed rule change, as amended (SR–
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m. NSX–2008–05) is hereby approved on
an accelerated basis.
Copies of such filing also will be
available for inspection and copying at
For the Commission, by the Division of
the principal office of NSX. All
Trading and Markets, pursuant to delegated
comments received will be posted
authority.12
without change; the Commission does
Florence E. Harmon,
not edit personal identifying
Deputy Secretary.
information from submissions. You
[FR Doc. E8–4969 Filed 3–12–08; 8:45 am]
should submit only information that
you wish to make available publicly. All BILLING CODE 8011–01–P
submissions should refer to File
Number SR–NSX–2008–05 and should
be submitted on or before April 3, 2008.
mstockstill on PROD1PC66 with NOTICES
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Change
After careful review, the Commission
finds that the proposed rule change, as
amended, is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
a national securities exchange. In
particular, the Commission finds that
VerDate Aug<31>2005
16:19 Mar 12, 2008
Jkt 214001
13599
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57456; File No. SR–
NYSEArca–2007–91]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Accelerated
Approval of a Proposed Rule Change,
as Modified by Amendment No. 1
Thereto, Relating to the Listing and
Trading of Six iShares S&P GSCITM
Commodity-Indexed Trusts
March 7, 2008.
On August 30, 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’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to list and trade shares
(‘‘Shares’’) of the following trusts
pursuant to NYSE Arca Equities Rule
8.203: iShares S&P GSCITM Energy
Commodity-Indexed Trust; iShares
S&P GSCITM Natural Gas CommodityIndexed Trust; iShares S&P GSCITM
Industrial Metals Commodity-Indexed
Trust; iShares S&P GSCITM Light
Energy Commodity-Indexed Trust;
iShares S&P GSCITM Livestock
Commodity-Indexed Trust; and
iShares S&P GSCITM Non-Energy
Commodity-Indexed Trust (collectively,
the ‘‘Trusts’’).3 On February 11, 2008,
the Exchange filed Amendment No. 1 to
the proposed rule change. The proposed
rule change, as amended, was published
for comment in the Federal Register on
February 20, 2008, for a 15-day
comment period.4 The Commission
received no comments on the proposed
rule change. This order approves the
proposed rule change, as modified by
Amendment No. 1, on an accelerated
basis.
I. Description of the Proposal
NYSE Arca proposes to list and trade
Shares, which are units of beneficial
interest representing fractional
undivided beneficial interests in the net
assets of the Trusts.5 The objective of
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 iShares is a registered trademark of Barclays
Global Investors, N.A. ‘‘S&P GSCI’’ is a trademark
of Standard & Poor’s (‘‘S&P’’), a division of The
McGraw-Hill Companies, Inc.
4 See Securities Exchange Act Release No. 57318
(February 12, 2008), 73 FR 9381 (‘‘Notice’’).
5 The Commission approved for listing on the
New York Stock Exchange LLC (‘‘NYSE’’) shares of
the iShares GS Commodity Light Energy Indexed
Trust, shares of the iShares GS Commodity
Industrial Metals Indexed Trust, shares of the
2 17
10 See Securities Exchange Act Release No. 57387
(February 27, 2008), 73 FR 11965 (March 5, 2008)
(SR–ISE–2007–99).
11 15 U.S.C. 78s(b)(2).
12 17 CFR 200.30–3(a)(12).
PO 00000
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Fmt 4703
Sfmt 4703
E:\FR\FM\13MRN1.SGM
Continued
13MRN1
13600
Federal Register / Vol. 73, No. 50 / Thursday, March 13, 2008 / Notices
each Trust is for the performance of the
Shares to correspond generally to the
performance of the Total Return
Indexes.6 To achieve this goal, the
Trusts will hold interests in certain
commodity pools, which in turn will
hold long positions in futures contracts
on the Excess Return Indexes.
The Notice contains a more detailed
description of the Trusts (including
information about their management
and operation, holdings, fees, and
expenses), the Total Return Indexes, the
Excess Return Indexes, procedures and
payment requirements for creating and
redeeming Shares, and reports to be
distributed to beneficial owners of the
Shares.
mstockstill on PROD1PC66 with NOTICES
II. Discussion and Commission’s
Findings
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.7 In
particular, the Commission finds that
the proposed rule change is consistent
with the requirements of Section 6(b)(5)
of the Act,8 which requires that the
Exchange have rules that are designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
iShares GS Commodity Livestock Indexed Trust,
and shares of the iShares GS Commodity NonEnergy Indexed Trust. See Securities Exchange Act
Release No. 55585 (April 5, 2007), 72 FR 18500
(April 12, 2007) (SR–NYSE–2006–75).
Subsequently, S&P acquired the S&P GSCI (formerly
known as the ‘‘Goldman Sachs Commodity Index’’),
the S&P GSCI–ER and the Total Return Indexes
from Goldman Sachs & Co., the prior Index
Sponsor, effective May 2007. According to the
Registration Statements, S&P has represented that it
will not modify the determination methodology for
the S&P GSCI Total Return Indexes from that
existing on the date of transfer (May 9, 2007) for at
least one year. Thereafter, there can be no assurance
as to whether the methodology will be changed. To
date, the Registration Statements for iShares GS
Commodity Light Energy Indexed Trust and iShares
GS Commodity Livestock Indexed Trust have not
been updated to reflect S&P’s index acquisitions
from Goldman Sachs. The Sponsor of the Trusts,
Barclays Global Investors International, Inc., has
represented that the Registration Statements for
iShares GS Commodity Light Energy Indexed Trust
and iShares GS Commodity Livestock Indexed
Trust will be updated to reflect S&P’s acquisitions
prior to commencement of secondary market
trading of Shares of such Trusts. None of the Trusts
commenced trading on the NYSE. Pursuant to this
proposed rule change, the Shares will be listed on
NYSE Arca rather than on NYSE, and will not trade
on NYSE.
6 Terms not otherwise defined herein have the
same meaning as the meaning given in the Notice,
supra at note 4.
7 In approving this proposed 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).
8 15 U.S.C. 78f(b)(5).
VerDate Aug<31>2005
16:19 Mar 12, 2008
Jkt 214001
cooperation and coordination with
persons engaged in facilitating
transactions in securities, 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. As noted above, the
Commission previously approved the
listing and trading of shares of four of
the Trusts on NYSE.9
The Commission further believes that
the proposal is consistent with Section
11A(a)(1)(C)(iii) of the Act,10 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. For each
Trust, one or more major market data
vendors will disseminate between 9:30
a.m. and 4:15 p.m. New York Time
(‘‘NYT’’) an IIV on a per Share basis,
which will be updated at least every 15
seconds.11 Additionally, the Trusts’
Web site (https://www.ishares.com),
which will be publicly accessible at no
charge, will contain the following
information for each Trust: (a) The prior
Business Day’s NAV on a per Share
basis and the reported closing price; (b)
the Bid-Ask Price; (c) calculation of the
premium or discount of such price
against such NAV; (d) data in chart form
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; (e) the
prospectus; (f) the holdings of the
Trusts; (g) the Basket Amount; and (h)
other applicable quantitative
information. The Exchange’s Web site
(https://www.nyse.com) will include a
hyperlink to the Trusts’ Web site at
https://www.ishares.com. Further, NYSE
Arca represented that: (1) Futures
quotes and last-sale information for the
commodities underlying the applicable
indexes are widely disseminated
through a variety of market data vendors
worldwide, including Bloomberg and
Reuters; (2) complete real-time data for
such futures is available by subscription
from Reuters and Bloomberg; (3) the
futures exchanges on which the
underlying commodities and CERFs
trade also provide delayed futures
information on current and past trading
9 See
supra at note 5.
U.S.C. 78k–1(a)(1)(C)(iii).
11 During the NYSE Arca Core Trading Session
(9:30 a.m. to 4:15 p.m., NYT) for the Trusts, one or
more major market data vendors will also
disseminate information with respect to recent NAV
and Shares outstanding on a daily basis.
10 15
PO 00000
Frm 00077
Fmt 4703
Sfmt 4703
sessions and market news, generally free
of charge, on their respective Web sites;
and (4) the specific contract
specifications for the futures contracts
are also available from the futures
exchanges on their Web sites as well as
other financial informational sources.
The Commission believes that the
proposal to list and trade the Shares is
reasonably designed to promote fair
disclosure of information that may be
necessary to price the Shares
appropriately and to prevent trading
when a reasonable degree of
transparency cannot be assured. The
Commission also believes that the
Exchange’s trading halt rules are
reasonably designed to prevent trading
in the Shares when transparency is
impaired. Trading on the Exchange in
the Shares may be halted because of
market conditions or for reasons that, in
the view of the Exchange, make trading
in the Shares inadvisable. The Exchange
may consider all relevant factors in
exercising its discretion to halt or
suspend trading in the Shares. These
may include: (1) The extent to which
trading is not occurring in CERFs or the
futures contracts included in the
applicable Index or Indexes; or (2)
whether other unusual conditions or
circumstances detrimental to the
maintenance of a fair and orderly
market are present. In addition, trading
may be halted because of extraordinary
market volatility pursuant to the
Exchange’s ‘‘circuit breaker’’ rule.12 If
the value of the Total Return Index
associated with a Trust’s Shares or the
applicable IIV is not being disseminated
on at least a 15 second basis during the
hours the Shares trade on the Exchange,
the Exchange may halt trading during
the day in which the interruption to the
dissemination of the IIV or the Index
value occurs. If the interruption to the
dissemination of the IIV or the Index
value persists past the trading day in
which it occurred, the Exchange will
halt trading no later than the beginning
of the trading day following the
interruption. Additionally, if the
Exchange becomes aware that the NAV
is not disseminated to all market
participants at the same time, it will halt
trading in the Shares until such time as
the NAV is available to all market
participants.
The Commission further believes that
the trading rules and procedures to
which the Shares will be subject
pursuant to this proposal are consistent
with the Act. The Exchange has
represented that the Shares will be
12 See
E:\FR\FM\13MRN1.SGM
NYSE ARCA Equities Rule 7.12.
13MRN1
Federal Register / Vol. 73, No. 50 / Thursday, March 13, 2008 / Notices
traded on the Exchange similar to other
equity securities.13
In support of this proposal, the
Exchange has made the following
representations:
(1) It has obtained from the Sponsor a
representation that the Trustee will make the
NAV per Share available to all market
participants at the same time.
(2) The Exchange will utilize its existing
surveillance procedures applicable to
derivative products to monitor trading in the
Shares. The Exchange represents that these
procedures 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 is able to
obtain information regarding trading in the
Shares, the physical commodities included
in, or options, futures or options on futures
on, an index underlying an issue of
Commodity Index Trust Shares or any other
derivatives based on such index, through
ETP Holders, in connection with such ETP
Holders’ proprietary or customer trades
which they effect on any relevant market.
With regard to the Index components, the
Exchange can obtain market surveillance
information, including customer identity
information, with respect to transactions
occurring on the NYM, the Kansas City Board
of Trade, ICE and the LME, pursuant to its
comprehensive information sharing
agreements with each of those exchanges. All
of the other trading venues on which current
Index components are traded are members of
the ISG, and the Exchange therefore has
access to all relevant trading information
with respect to those contracts without any
additional action being required on the part
of the Exchange.
(3) Prior to the commencement of trading,
the Exchange will inform its ETP Holders in
an Information Bulletin of the special
characteristics and risks associated with
trading the Shares, including risks inherent
with trading the Shares during the Opening
mstockstill on PROD1PC66 with NOTICES
13 The
Commission notes that NYSE Arca Equities
Rules 8.203(g)—(i) set forth certain restrictions on
ETP Holders acting as registered Market Makers in
Commodity Index Trust Shares to facilitate
surveillance. NYSE Arca Equities Rule 8.203(h)
requires that the ETP Holder acting as a registered
Market Maker in the Shares provide the Exchange
with information relating to its trading in the
applicable physical commodities included in, or
options, futures or options on futures on, the
applicable Index or any other derivatives based on
the Index. NYSE Arca Equities Rule 8.203(i)
prohibits the ETP Holder acting as a registered
Market Maker in the Shares from using any material
nonpublic information received from any person
associated with an ETP Holder or employee of such
person regarding trading by such person or
employee in the applicable physical commodities
included in, or options, futures or options on
futures on, the Index or any other derivatives based
on the Index (including the Shares). In addition, as
stated above, NYSE Arca Equities Rule 8.203(g)
prohibits the ETP Holder acting as a registered
Market Maker in the Shares from being affiliated
with a market maker in the applicable physical
commodities included in, or options, futures or
options on futures on, the Index or any other
derivatives based on the Index unless adequate
information barriers are in place, as provided in
NYSE Arca Equities Rule 7.26.
VerDate Aug<31>2005
16:19 Mar 12, 2008
Jkt 214001
and Late Trading Sessions when the updated
IIV is not calculated and disseminated, and
suitability recommendation requirements.14
This approval order is based on the
Exchange’s representations.
The Commission finds good cause for
approving the proposed rule change
before the 30th day after the date of
publication of notice of filing thereof in
the Federal Register. The Commission
notes that it has previously approved
the listing on NYSE of four of the
proposed products and that no
comments were received during the 15day comment period. The Commission
believes that the proposed rule change,
as modified by Amendment No. 1, does
not raise any novel regulatory issues.
Consequently, the Commission believes
that it is appropriate to permit investors
to benefit from these additional
investment choices without delay.
III. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,15 that the
proposed rule change (SR–NYSEArca–
2007–91), 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.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–5034 Filed 3–12–08; 8:45 am]
BILLING CODE 8011–01–P
SOCIAL SECURITY ADMINISTRATION
[Docket No. SSA–2007–0016]
Supplemental Security Income, Youth
Transition Demonstration
AGENCY:
Social Security Administration
(SSA).
Notice of Extension and
Modification of the Youth Transition
Demonstration.
ACTION:
SUMMARY: On October 7, 2003, the
Commissioner of Social Security
published a Notice in the Federal
Register (68 FR 57950) announcing the
beginning of a demonstration project
designed primarily to test the
effectiveness of altering certain
Supplemental Security Income (SSI)
and other program rules as an incentive
to encourage individuals with
disabilities or blindness to work or
increase their work activity and
14 The Notice describes in greater detail the
information that will be included in the Information
Bulletin.
15 15 U.S.C. 78s(b)(2).
16 17 CFR 200.30–3(a)(12).
PO 00000
Frm 00078
Fmt 4703
Sfmt 4703
13601
earnings. In order to complete a more
thorough evaluation of this project, we
are extending the duration of the altered
program rules in three of the seven
original project locations and adding
three new project locations that will
also offer the alternative program rules.
The Commissioner of Social Security
is publishing this notice in accordance
with 20 CFR 416.250(e) and conducting
the project pursuant to authority in
sections 234 and 1110 of the Social
Security Act.
Background
In October 2003, at the start of the
Youth Transition Demonstration (we
have slightly altered the project name
from the original Notice), we announced
the award of seven cooperative
agreements in six states for the
development and implementation of
demonstration programs intended to
help youth with disabilities maximize
their economic self-sufficiency as they
transition from school to work. These
seven programs (one each in California,
Colorado, Iowa, Maryland, and
Mississippi, and two in New York)
worked with transition-aged youth
(mostly between the ages of 14 and 25)
who either receive SSI, Social Security
Disability Insurance (SSDI), or
Childhood Disability Benefits (CDB) or
are at risk of receiving such benefits,
including those who have a progressive
disability, who have a prognosis for
decreased functioning, or who have
existing disabling conditions prior to
age 18 that would render them eligible
except for deemed parental income. The
projects were designed to help Federal,
State, and local agencies develop and
implement sustainable improvements in
the delivery of transition services and
supports. They also tested ways to
remove other barriers to employment
and economic self-sufficiency. The
October 2003 Notice stated that SSA
would fund the projects on a yearly
basis for up to five years, through
September 2008, subject to the
continued availability of funds and
satisfactory progress.
Currently, five of the original seven
YTD projects remain fully operational.
Two ended because of difficulty they
had reaching the goals stated in their
cooperative agreements. Two more will
end in September 2008, when their
original cooperative agreements expire,
because they have not agreed to the type
of methodology, random assignment
(RA), that we are now requiring in the
demonstration. The three remaining
original projects (two in New York and
one in Colorado) will continue with the
YTD beyond 2008. However, all seven
of the original projects will be included
E:\FR\FM\13MRN1.SGM
13MRN1
Agencies
[Federal Register Volume 73, Number 50 (Thursday, March 13, 2008)]
[Notices]
[Pages 13599-13601]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-5034]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57456; File No. SR-NYSEArca-2007-91]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting
Accelerated Approval of a Proposed Rule Change, as Modified by
Amendment No. 1 Thereto, Relating to the Listing and Trading of Six
iShares[supreg] S&P GSCITM Commodity-Indexed Trusts
March 7, 2008.
On August 30, 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''), pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4
thereunder,\2\ a proposed rule change to list and trade shares
(``Shares'') of the following trusts pursuant to NYSE Arca Equities
Rule 8.203: iShares[supreg] S&P GSCITM Energy Commodity-
Indexed Trust; iShares[supreg] S&P GSCITM Natural Gas
Commodity-Indexed Trust; iShares[supreg] S&P GSCITM
Industrial Metals Commodity-Indexed Trust; iShares[supreg] S&P
GSCITM Light Energy Commodity-Indexed Trust; iShares[supreg]
S&P GSCITM Livestock Commodity-Indexed Trust; and
iShares[supreg] S&P GSCITM Non-Energy Commodity-Indexed
Trust (collectively, the ``Trusts'').\3\ On February 11, 2008, the
Exchange filed Amendment No. 1 to the proposed rule change. The
proposed rule change, as amended, was published for comment in the
Federal Register on February 20, 2008, for a 15-day comment period.\4\
The Commission received no comments on the proposed rule change. This
order approves the proposed rule change, as modified by Amendment No.
1, on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ iShares[supreg] is a registered trademark of Barclays Global
Investors, N.A. ``S&P GSCI'' is a trademark of Standard & Poor's
(``S&P''), a division of The McGraw-Hill Companies, Inc.
\4\ See Securities Exchange Act Release No. 57318 (February 12,
2008), 73 FR 9381 (``Notice'').
---------------------------------------------------------------------------
I. Description of the Proposal
NYSE Arca proposes to list and trade Shares, which are units of
beneficial interest representing fractional undivided beneficial
interests in the net assets of the Trusts.\5\ The objective of
[[Page 13600]]
each Trust is for the performance of the Shares to correspond generally
to the performance of the Total Return Indexes.\6\ To achieve this
goal, the Trusts will hold interests in certain commodity pools, which
in turn will hold long positions in futures contracts on the Excess
Return Indexes.
---------------------------------------------------------------------------
\5\ The Commission approved for listing on the New York Stock
Exchange LLC (``NYSE'') shares of the iShares GS Commodity Light
Energy Indexed Trust, shares of the iShares GS Commodity Industrial
Metals Indexed Trust, shares of the iShares GS Commodity Livestock
Indexed Trust, and shares of the iShares GS Commodity Non-Energy
Indexed Trust. See Securities Exchange Act Release No. 55585 (April
5, 2007), 72 FR 18500 (April 12, 2007) (SR-NYSE-2006-75).
Subsequently, S&P acquired the S&P GSCI (formerly known as the
``Goldman Sachs Commodity Index''), the S&P GSCI-ER and the Total
Return Indexes from Goldman Sachs & Co., the prior Index Sponsor,
effective May 2007. According to the Registration Statements, S&P
has represented that it will not modify the determination
methodology for the S&P GSCI Total Return Indexes from that existing
on the date of transfer (May 9, 2007) for at least one year.
Thereafter, there can be no assurance as to whether the methodology
will be changed. To date, the Registration Statements for iShares GS
Commodity Light Energy Indexed Trust and iShares GS Commodity
Livestock Indexed Trust have not been updated to reflect S&P's index
acquisitions from Goldman Sachs. The Sponsor of the Trusts, Barclays
Global Investors International, Inc., has represented that the
Registration Statements for iShares GS Commodity Light Energy
Indexed Trust and iShares GS Commodity Livestock Indexed Trust will
be updated to reflect S&P's acquisitions prior to commencement of
secondary market trading of Shares of such Trusts. None of the
Trusts commenced trading on the NYSE. Pursuant to this proposed rule
change, the Shares will be listed on NYSE Arca rather than on NYSE,
and will not trade on NYSE.
\6\ Terms not otherwise defined herein have the same meaning as
the meaning given in the Notice, supra at note 4.
---------------------------------------------------------------------------
The Notice contains a more detailed description of the Trusts
(including information about their management and operation, holdings,
fees, and expenses), the Total Return Indexes, the Excess Return
Indexes, procedures and payment requirements for creating and redeeming
Shares, and reports to be distributed to beneficial owners of the
Shares.
II. Discussion and Commission's Findings
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.\7\ In particular, the Commission finds that the proposed rule
change is consistent with the requirements of Section 6(b)(5) of the
Act,\8\ which requires that the Exchange have rules that are 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, 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. As noted above, the
Commission previously approved the listing and trading of shares of
four of the Trusts on NYSE.\9\
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\7\ In approving this proposed 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).
\8\ 15 U.S.C. 78f(b)(5).
\9\ See supra at note 5.
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The Commission further believes that the proposal is consistent
with Section 11A(a)(1)(C)(iii) of the Act,\10\ 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. For each Trust, one or more major market data vendors will
disseminate between 9:30 a.m. and 4:15 p.m. New York Time (``NYT'') an
IIV on a per Share basis, which will be updated at least every 15
seconds.\11\ Additionally, the Trusts' Web site (https://
www.ishares.com), which will be publicly accessible at no charge, will
contain the following information for each Trust: (a) The prior
Business Day's NAV on a per Share basis and the reported closing price;
(b) the Bid-Ask Price; (c) calculation of the premium or discount of
such price against such NAV; (d) data in chart form 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; (e) the prospectus; (f) the holdings of the
Trusts; (g) the Basket Amount; and (h) other applicable quantitative
information. The Exchange's Web site (https://www.nyse.com) will include
a hyperlink to the Trusts' Web site at https://www.ishares.com. Further,
NYSE Arca represented that: (1) Futures quotes and last-sale
information for the commodities underlying the applicable indexes are
widely disseminated through a variety of market data vendors worldwide,
including Bloomberg and Reuters; (2) complete real-time data for such
futures is available by subscription from Reuters and Bloomberg; (3)
the futures exchanges on which the underlying commodities and CERFs
trade also provide delayed futures information on current and past
trading sessions and market news, generally free of charge, on their
respective Web sites; and (4) the specific contract specifications for
the futures contracts are also available from the futures exchanges on
their Web sites as well as other financial informational sources.
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\10\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
\11\ During the NYSE Arca Core Trading Session (9:30 a.m. to
4:15 p.m., NYT) for the Trusts, one or more major market data
vendors will also disseminate information with respect to recent NAV
and Shares outstanding on a daily basis.
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The Commission believes that the proposal to list and trade the
Shares is reasonably designed to promote fair disclosure of information
that may be necessary to price the Shares appropriately and to prevent
trading when a reasonable degree of transparency cannot be assured. The
Commission also believes that the Exchange's trading halt rules are
reasonably designed to prevent trading in the Shares when transparency
is impaired. Trading on the Exchange in the Shares may be halted
because of market conditions or for reasons that, in the view of the
Exchange, make trading in the Shares inadvisable. The Exchange may
consider all relevant factors in exercising its discretion to halt or
suspend trading in the Shares. These may include: (1) The extent to
which trading is not occurring in CERFs or the futures contracts
included in the applicable Index or Indexes; or (2) whether other
unusual conditions or circumstances detrimental to the maintenance of a
fair and orderly market are present. In addition, trading may be halted
because of extraordinary market volatility pursuant to the Exchange's
``circuit breaker'' rule.\12\ If the value of the Total Return Index
associated with a Trust's Shares or the applicable IIV is not being
disseminated on at least a 15 second basis during the hours the Shares
trade on the Exchange, the Exchange may halt trading during the day in
which the interruption to the dissemination of the IIV or the Index
value occurs. If the interruption to the dissemination of the IIV or
the Index value persists past the trading day in which it occurred, the
Exchange will halt trading no later than the beginning of the trading
day following the interruption. Additionally, if the Exchange becomes
aware that the NAV is not disseminated to all market participants at
the same time, it will halt trading in the Shares until such time as
the NAV is available to all market participants.
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\12\ See NYSE ARCA Equities Rule 7.12.
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The Commission further believes that the trading rules and
procedures to which the Shares will be subject pursuant to this
proposal are consistent with the Act. The Exchange has represented that
the Shares will be
[[Page 13601]]
traded on the Exchange similar to other equity securities.\13\
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\13\ The Commission notes that NYSE Arca Equities Rules
8.203(g)--(i) set forth certain restrictions on ETP Holders acting
as registered Market Makers in Commodity Index Trust Shares to
facilitate surveillance. NYSE Arca Equities Rule 8.203(h) requires
that the ETP Holder acting as a registered Market Maker in the
Shares provide the Exchange with information relating to its trading
in the applicable physical commodities included in, or options,
futures or options on futures on, the applicable Index or any other
derivatives based on the Index. NYSE Arca Equities Rule 8.203(i)
prohibits the ETP Holder acting as a registered Market Maker in the
Shares from using any material nonpublic information received from
any person associated with an ETP Holder or employee of such person
regarding trading by such person or employee in the applicable
physical commodities included in, or options, futures or options on
futures on, the Index or any other derivatives based on the Index
(including the Shares). In addition, as stated above, NYSE Arca
Equities Rule 8.203(g) prohibits the ETP Holder acting as a
registered Market Maker in the Shares from being affiliated with a
market maker in the applicable physical commodities included in, or
options, futures or options on futures on, the Index or any other
derivatives based on the Index unless adequate information barriers
are in place, as provided in NYSE Arca Equities Rule 7.26.
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In support of this proposal, the Exchange has made the following
representations:
(1) It has obtained from the Sponsor a representation that the
Trustee will make the NAV per Share available to all market
participants at the same time.
(2) The Exchange will utilize its existing surveillance
procedures applicable to derivative products to monitor trading in
the Shares. The Exchange represents that these procedures 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 is able to obtain information regarding trading
in the Shares, the physical commodities included in, or options,
futures or options on futures on, an index underlying an issue of
Commodity Index Trust Shares or any other derivatives based on such
index, through ETP Holders, in connection with such ETP Holders'
proprietary or customer trades which they effect on any relevant
market. With regard to the Index components, the Exchange can obtain
market surveillance information, including customer identity
information, with respect to transactions occurring on the NYM, the
Kansas City Board of Trade, ICE and the LME, pursuant to its
comprehensive information sharing agreements with each of those
exchanges. All of the other trading venues on which current Index
components are traded are members of the ISG, and the Exchange
therefore has access to all relevant trading information with
respect to those contracts without any additional action being
required on the part of the Exchange.
(3) Prior to the commencement of trading, the Exchange will
inform its ETP Holders in an Information Bulletin of the special
characteristics and risks associated with trading the Shares,
including risks inherent with trading the Shares during the Opening
and Late Trading Sessions when the updated IIV is not calculated and
disseminated, and suitability recommendation requirements.\14\
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\14\ The Notice describes in greater detail the information that
will be included in the Information Bulletin.
This approval order is based on the Exchange's representations.
The Commission finds good cause for approving the proposed rule
change before the 30th day after the date of publication of notice of
filing thereof in the Federal Register. The Commission notes that it
has previously approved the listing on NYSE of four of the proposed
products and that no comments were received during the 15-day comment
period. The Commission believes that the proposed rule change, as
modified by Amendment No. 1, does not raise any novel regulatory
issues. Consequently, the Commission believes that it is appropriate to
permit investors to benefit from these additional investment choices
without delay.
III. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\15\ that the proposed rule change (SR-NYSEArca-2007-91), as
modified by Amendment No. 1 thereto, be, and it hereby is, approved on
an accelerated basis.
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\15\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8-5034 Filed 3-12-08; 8:45 am]
BILLING CODE 8011-01-P