Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to the Listing of the iShares® Taxable Municipal Bond Fund, 66815-66817 [2010-27368]
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Federal Register / Vol. 75, No. 209 / Friday, October 29, 2010 / Notices
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 Web site viewing and
printing 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 the 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–C2–
2010–006 and should be submitted on
or before November 19, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–27360 Filed 10–28–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63176; File No. SR–
NYSEArca–2010–94]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to the Listing of
the iShares® Taxable Municipal Bond
Fund
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
October 25, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (‘‘Act’’
or ‘‘Exchange Act’’) 1 and Rule 19b–4
thereunder,2 notice is hereby given that,
on October 21, 2010, NYSE Arca, Inc.
(‘‘NYSE Arca’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Mar<15>2010
15:23 Oct 28, 2010
Jkt 223001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to list and
trade under NYSE Arca Equities Rule
5.2(j)(3), Commentary .02, the following
series of the iShares® Trust: iShares®
Taxable Municipal Bond Fund. The text
of the proposed rule change is available
at the Exchange, the Commission’s
Public Reference Room, and the
Exchange’s Web site at https://
www.nyse.com.
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
self-regulatory organization 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 those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts 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 shares (‘‘Shares’’) of the following
series of the iShares® Trust (‘‘Trust’’)
under NYSE Arca Equities Rule 5.2(j)(3),
Commentary .02, which governs the
listing and trading of Investment
Company Units (‘‘ICUs’’): iShares®
Taxable Municipal Bond Fund
(‘‘Fund’’).3
3 The Commission has previously approved
listing and trading of ICUs based on certain fixed
income indexes. See, e.g., Securities Exchange Act
Release No. 48662 (October 20, 2003), 68 FR 61535
(October 28, 2003) (SR–PCX–2003–41) (approving
listing and trading pursuant to unlisted trading
privileges (‘‘UTP’’) of fixed income funds and the
UTP trading of certain iShares® fixed income
funds). In addition, the Commission has approved
NYSE Arca generic listing rules for Investment
Company Units based on a fixed income index in
Securities Exchange Act Release No. 55783 (May
17, 2007), 72 FR 29194 (May 24, 2007) (SR–
NYSEArca–2007–36). The Commission has
approved pursuant to Section 19(b)(2) of the
Exchange Act the listing on the American Stock
Exchange of exchange traded funds based on fixed
income indexes. See, e.g., Securities Exchange Act
Release No. 48534 (September 24, 2003), 68 FR
56353 (September 30, 2003) (SR–Amex–2003–75)
(order approving listing on Amex of eight series of
iShares Lehman Bond Funds). In addition, the
Commission recently has approved for listing on
NYSE Arca under NYSE Arca Equities Rule 8.600
(‘‘Managed Fund Shares’’) two actively managed
ETFs of the PIMCO ETF Trust that hold municipal
bonds. See Securities Exchange Act Release No.
PO 00000
Frm 00100
Fmt 4703
Sfmt 4703
66815
The Trust is registered with the
Commission as an investment company
under the Investment Company Act of
1940 (‘‘1940 Act’’) (15 U.S.C. 80a).4
Blackrock Fund Advisors serves as the
investment adviser (‘‘Adviser’’) to the
Fund.
Description of the Shares and the Fund
According to the Registration
Statement, the Fund seeks investment
results that correspond generally to the
price and yield performance, before fees
and expenses, of The BofA Merrill
Lynch Broad U.S. Taxable Municipal
Securities Index (the ‘‘Underlying
Index’’).
The Underlying Index measures the
performance of investment-grade
taxable debt securities of the U.S.
municipal bond market. As of October
1, 2010, there were 1,779 issues in the
Underlying Index.
The Underlying Index includes fixedrate municipal bonds issued publicly in
the U.S. market by U.S. States and
territories and their political
subdivisions. The interest payments on
the bonds in the Underlying Index are
generally subject to U.S. Federal income
taxes. Each bond must have an
investment grade rating based on the
average rating by Moody’s Investors
Service, Inc. (‘‘Moody’s’’), Standard &
Poor’s Financial Services LLC (a
subsidiary of The McGraw-Hill
Companies, Inc.) (‘‘S&P’’), and Fitch, Inc.
(‘‘Fitch’’). Each bond must be
denominated in U.S. dollars.
The Exchange is submitting this
proposed rule change because the
Underlying Index for the Fund does not
meet all of the ‘‘generic’’ listing
requirements of Commentary .02(a) to
NYSE Arca Equities Rule 5.2(j)(3)
applicable to listing of ICUs based on
fixed income indexes. The Underlying
Index meets all such requirements
except for those set forth in
Commentary .02(a)(2).5 Specifically, as
of October 1, 2010, 70.85% of the
weight of the Underlying Index
60981 (August 27 [sic], 2009) (SR–NYSEArca–
2009–79) (order approving [sic] PIMCO Short-Term
Municipal Bond Strategy Fund and PIMCO
Intermediate Municipal Bond Strategy Fund, among
others).
4 See Registration Statement on Form N–1A for
the Trust filed with the Securities and Exchange
Commission on September 30, 2010 (File Nos. 333–
92935 and 811–09729) (the ‘‘Registration
Statement’’). The descriptions of the Fund and the
Shares contained herein are based on information
in the Registration Statement.
5 Commentary .02(a)(2) to NYSE Arca Equities
Rule 5.2(j)(3) provides components of an index or
portfolio underlying a series of ICUs that in the
aggregate account for at least 75% of the weight of
the index or portfolio each must have a minimum
original principal amount outstanding of $100
million or more.
E:\FR\FM\29OCN1.SGM
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66816
Federal Register / Vol. 75, No. 209 / Friday, October 29, 2010 / Notices
components have a minimum original
principal amount outstanding of $100
million or more.
The Exchange represents that: (1)
Except for Commentary .02(a)(2) to
NYSE Arca Equities Rule 5.2(j)(3), the
Shares of the Fund currently satisfy all
of the generic listing standards under
NYSE Arca Equities Rule 5.2(j)(3); (2)
the continued listing standards under
NYSE Arca Equities Rules 5.2(j)(3) and
5.5(g)(2) applicable to ICUs shall apply
to the Shares; and (3) the Trust is
required to comply with Rule 10A–3
under the Exchange Act 6 for the initial
and continued listing of the Shares. In
addition, the Exchange represents that
the Shares will comply with all other
requirements applicable to ICUs
including, but not limited to,
requirements relating to the
dissemination of key information such
as the value of the Underlying Index
and Intraday Indicative Value, rules
governing the trading of equity
securities, trading hours, trading halts,
surveillance, information barriers and
Information Bulletin to ETP Holders, as
set forth in Exchange rules applicable to
ICUs and prior Commission orders
approving the generic listing rules
applicable to the listing and trading of
ICUs.7
Detailed descriptions of the Fund, the
Underlying Index, procedures for
creating and redeeming Shares,
transaction fees and expenses,
dividends, distributions, taxes, risks,
and reports to be distributed to
beneficial owners of the Shares can be
found in the Registration Statement or
on the Web site for the Fund (https://
www.ishares.com), as applicable.
2. Statutory Basis
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
The basis under the Exchange Act for
this proposed rule change is the
requirement under Section 6(b)(5) 8 that
an exchange have rules that are
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to, and
perfect the mechanism of a free and
open market and, in general, to protect
investors and the public interest. The
Exchange believes that the proposed
rule change will facilitate the listing and
trading of additional types of exchange6 17
CFR 240.10A–3.
e.g., Securities Exchange Act Release No.
44551 (July 12, 2001), 66 FR 37716 (July 19, 2001)
(SR–PCX–2001–14) (order approving generic listing
standards for ICUs and Portfolio Depositary
Receipts); Securities Exchange Act Release No.
41983 (October 6, 1999), 64 FR 56008 (October 15,
1999) (SR–PCX–98–29) (order approving rules for
listing and trading of ICUs).
8 15 U.S.C. 78f(b)(5).
7 See,
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15:23 Oct 28, 2010
Jkt 223001
traded products that will enhance
competition among market participants,
to the benefit of investors and the
marketplace. In addition, the listing and
trading criteria set forth in NYSE Arca
Equities Rule 5.2(j)(3) and Commentary
.02 thereto and continued listing criteria
in NYSE Arca Equities Rule 5.5(g)(2) are
intended to protect investors and the
public interest.
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.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change
does not significantly affect the
protection of investors or the public
interest, does not impose any significant
burden on competition, and, by its
terms, does not become operative for 30
days from the date on which it was
filed, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 9 and Rule 19b–
4(f)(6) thereunder.10
The Exchange has requested that the
Commission waive the 30-day operative
delay. The Exchange states that the
proposed rule change does not
significantly affect the protection of
investors or the public interest and does
not impose any significant burden on
competition. In addition, the Exchange
believes that it has developed adequate
trading rules, procedures, surveillance
programs, and listing standards for the
continued listing and trading of the
Shares.
The Commission believes that waiver
of the operative delay is consistent with
the protection of investors and the
public interest. The Commission notes
that the Underlying Index for the Fund
9 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to give the
Commission written notice of the Exchange’s intent
to file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
10 17
PO 00000
Frm 00101
Fmt 4703
Sfmt 4703
fails to meet the requirements set forth
in Commentary .02(a)(2) to NYSE Arca
Equities Rule 5.2(j)(3) by only a small
amount (4.15%) and that the Exchange
represents that the Shares of the Fund
currently satisfy all of the other generic
listing standards under NYSE Arca
Equities Rule 5.2(j)(3) and all other
requirements applicable to ICUs, as set
forth in Exchange rules and prior
Commission orders approving the
generic listing rules applicable to the
listing and trading of ICUs. The
Commission also notes that there are
approximately 1,779 issues in the
Underlying Index as of October 1, 2010.
The Commission believes that the
listing and trading of the Shares do not
present any novel or significant issues
or impose any significant burden on
competition, and that waiving the 30day operative delay would benefit the
market and investors by providing
market participants with additional
investing choices. For these reasons, the
Commission designates the proposal
operative upon filing.11
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. 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 rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2010–94 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSEArca-2010–94. This
file number should be included on the
11 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
E:\FR\FM\29OCN1.SGM
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Federal Register / Vol. 75, No. 209 / Friday, October 29, 2010 / Notices
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 Web site viewing and
printing 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 the 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–2010–94 and should be
submitted on or before November 19,
2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon,
Deputy Secretary.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63160; File No. SR–CBOE–
2010–093]
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Modify the Fee
Schedule for the CBOE Stock
Exchange
October 22, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
15:23 Oct 28, 2010
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
self-regulatory organization 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 those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
1. Purpose
On August 23, 2010, the Commission
published an immediately effective rule
filing to modify the transaction fees for
24 securities traded on CBSX (the
following symbols: BAC, C, DXD, EMC,
EWJ, F, FAX, FAZ, GE, INTC, MOT,
MSFT, MU, NOK, Q, QID, S, SIRI, SKF,
T, TWM, UNG, UWM, XLF).3 On
September 9, 2010, the Commission
published an immediately effective rule
filing to modify the transaction fees for
51 more securities traded on CBSX (the
following symbols: AA, AMAT, AMD,
BGZ, BP, BSX, CMCSA, COCO, CSCO,
CX, DELL, DUK, EBAY, EEM, EWT,
FAS, FLEX, HBAN, IYR, MDT, MGM,
IYR, MDT, MGM, NLY, NVDA, NWSA,
ORCL, PFE, QCOM, QQQQ, SBUX, SH,
3 See Securities Exchange Act Release No. 34–
62758 (August 23, 2010), 75 FR 52792 (August 27,
2010) (SR–CBOE–2010–075).
1 15
VerDate Mar<15>2010
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
CBOE proposes to amend the Fee
Schedule of the CBOE Stock Exchange
(‘‘CBSX’’) to modify certain transaction
fees. The text of the proposed rule
change is available on the Exchange’s
Web site (https://www.cboe.org/legal), at
the Exchange’s principal office, and at
the Commission’s Public Reference
Room.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2010–27368 Filed 10–28–10; 8:45 am]
12 17
15, 2010, the Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
Jkt 223001
PO 00000
Frm 00102
Fmt 4703
Sfmt 4703
66817
SLV, SMH, SSO, SYMC, TBT, TSM,
TXN, UCO, USO, VALE, VWO, WFC,
XHB, XLB, XLK, XLP, XLU, XLV, XLY,
XRX, YHOO).4 On September 28, 2010,
the Commission published an
immediately effective rule filing to
modify the transaction fees for 51 more
securities traded on CBSX (the
following symbols: ARNA, ATML, BKC,
BRCD, CIM, DOW, DRYS, EFA, EWZ,
FITB, FXI, GBG, GDX, GLD, GLW, HPQ,
IDIX, IWM, JPM, KEY, LVLT, LVS, MFE,
MO, MRVL, ONNN, PBR, PCBC, QLD,
RF, RFMD, RIMM, RRI, RSCR, SDS,
SNDK, SPLS, SPY, TEVA, TLT, TNA,
TZA, UYG, VXX, VZ, X, XLE, XLI,
XOM, XRT).5
CBSX now proposes to modify its
transaction fees so that all securities are
subject to the Maker and Taker fees and
rebates to which the aforementioned
securities became subject. The Taker
rebate shall be $0.0014 per share for
transactions in all securities traded on
CBSX that are priced $1 or greater. The
Maker fee shall be $0.0018 per share for
transactions in all securities traded on
CBSX that are priced $1 or greater.
Additionally, CBSX proposes to
modify the Maker and Taker fees and
rebates for transactions in securities
priced less than $1. The Taker fee for
such transactions shall be 0.05% of the
dollar value of the transaction. The
Maker rebate for such transaction shall
be 0.01% of the dollar value of the
transaction.
Consistent with the new fees set forth
above, CBSX also proposes to amend the
fee and rebate for NBBO Step-Up
Trades. For stocks priced $1 and over,
the order that is flashed will receive a
$0.0014 per share rebate and the
responder will be charged $0.0018 per
share. For stocks priced under $1, the
maker/taker fees will correspond to
those in place for non-flashed
executions (i.e., the Taker fee for such
transactions shall be 0.05% of the dollar
value of the transaction, and the Maker
rebate for such transaction shall be
0.01% of the dollar value of the
transaction).
The fee changes will become effective
on October 18, 2010.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act,6
in general, and furthers the objectives of
4 See Securities Exchange Act Release No. 34–
62878 (September 9, 2010), 75 FR 56627 (September
16, 2010) (SR–CBOE–2010–079).
5 See Securities Exchange Act Release No. 34–
63000 (September 28, 2010), 75 FR 61549 (October
5, 2010) (SR–CBOE–2010–089).
6 15 U.S.C. 78f(b).
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Agencies
[Federal Register Volume 75, Number 209 (Friday, October 29, 2010)]
[Notices]
[Pages 66815-66817]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-27368]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63176; File No. SR-NYSEArca-2010-94]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Relating to the
Listing of the iShares[supreg] Taxable Municipal Bond Fund
October 25, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'' or ``Exchange Act'') \1\ and Rule 19b-4 thereunder,\2\ notice
is hereby given that, on October 21, 2010, NYSE Arca, Inc. (``NYSE
Arca'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I and II below, which Items have been prepared by the Exchange.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\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 under NYSE Arca Equities
Rule 5.2(j)(3), Commentary .02, the following series of the
iShares[supreg] Trust: iShares[supreg] Taxable Municipal Bond Fund. The
text of the proposed rule change is available at the Exchange, the
Commission's Public Reference Room, and the Exchange's Web site at
https://www.nyse.com.
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 self-regulatory organization
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 those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts 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 shares (``Shares'') of the
following series of the iShares[supreg] Trust (``Trust'') under NYSE
Arca Equities Rule 5.2(j)(3), Commentary .02, which governs the listing
and trading of Investment Company Units (``ICUs''): iShares[supreg]
Taxable Municipal Bond Fund (``Fund'').\3\
---------------------------------------------------------------------------
\3\ The Commission has previously approved listing and trading
of ICUs based on certain fixed income indexes. See, e.g., Securities
Exchange Act Release No. 48662 (October 20, 2003), 68 FR 61535
(October 28, 2003) (SR-PCX-2003-41) (approving listing and trading
pursuant to unlisted trading privileges (``UTP'') of fixed income
funds and the UTP trading of certain iShares[supreg] fixed income
funds). In addition, the Commission has approved NYSE Arca generic
listing rules for Investment Company Units based on a fixed income
index in Securities Exchange Act Release No. 55783 (May 17, 2007),
72 FR 29194 (May 24, 2007) (SR-NYSEArca-2007-36). The Commission has
approved pursuant to Section 19(b)(2) of the Exchange Act the
listing on the American Stock Exchange of exchange traded funds
based on fixed income indexes. See, e.g., Securities Exchange Act
Release No. 48534 (September 24, 2003), 68 FR 56353 (September 30,
2003) (SR-Amex-2003-75) (order approving listing on Amex of eight
series of iShares Lehman Bond Funds). In addition, the Commission
recently has approved for listing on NYSE Arca under NYSE Arca
Equities Rule 8.600 (``Managed Fund Shares'') two actively managed
ETFs of the PIMCO ETF Trust that hold municipal bonds. See
Securities Exchange Act Release No. 60981 (August 27 [sic], 2009)
(SR-NYSEArca-2009-79) (order approving [sic] PIMCO Short-Term
Municipal Bond Strategy Fund and PIMCO Intermediate Municipal Bond
Strategy Fund, among others).
---------------------------------------------------------------------------
The Trust is registered with the Commission as an investment
company under the Investment Company Act of 1940 (``1940 Act'') (15
U.S.C. 80a).\4\ Blackrock Fund Advisors serves as the investment
adviser (``Adviser'') to the Fund.
---------------------------------------------------------------------------
\4\ See Registration Statement on Form N-1A for the Trust filed
with the Securities and Exchange Commission on September 30, 2010
(File Nos. 333-92935 and 811-09729) (the ``Registration
Statement''). The descriptions of the Fund and the Shares contained
herein are based on information in the Registration Statement.
---------------------------------------------------------------------------
Description of the Shares and the Fund
According to the Registration Statement, the Fund seeks investment
results that correspond generally to the price and yield performance,
before fees and expenses, of The BofA Merrill Lynch Broad U.S. Taxable
Municipal Securities Index (the ``Underlying Index'').
The Underlying Index measures the performance of investment-grade
taxable debt securities of the U.S. municipal bond market. As of
October 1, 2010, there were 1,779 issues in the Underlying Index.
The Underlying Index includes fixed-rate municipal bonds issued
publicly in the U.S. market by U.S. States and territories and their
political subdivisions. The interest payments on the bonds in the
Underlying Index are generally subject to U.S. Federal income taxes.
Each bond must have an investment grade rating based on the average
rating by Moody's Investors Service, Inc. (``Moody's''), Standard &
Poor's Financial Services LLC (a subsidiary of The McGraw-Hill
Companies, Inc.) (``S&P''), and Fitch, Inc. (``Fitch''). Each bond must
be denominated in U.S. dollars.
The Exchange is submitting this proposed rule change because the
Underlying Index for the Fund does not meet all of the ``generic''
listing requirements of Commentary .02(a) to NYSE Arca Equities Rule
5.2(j)(3) applicable to listing of ICUs based on fixed income indexes.
The Underlying Index meets all such requirements except for those set
forth in Commentary .02(a)(2).\5\ Specifically, as of October 1, 2010,
70.85% of the weight of the Underlying Index
[[Page 66816]]
components have a minimum original principal amount outstanding of $100
million or more.
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\5\ Commentary .02(a)(2) to NYSE Arca Equities Rule 5.2(j)(3)
provides components of an index or portfolio underlying a series of
ICUs that in the aggregate account for at least 75% of the weight of
the index or portfolio each must have a minimum original principal
amount outstanding of $100 million or more.
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The Exchange represents that: (1) Except for Commentary .02(a)(2)
to NYSE Arca Equities Rule 5.2(j)(3), the Shares of the Fund currently
satisfy all of the generic listing standards under NYSE Arca Equities
Rule 5.2(j)(3); (2) the continued listing standards under NYSE Arca
Equities Rules 5.2(j)(3) and 5.5(g)(2) applicable to ICUs shall apply
to the Shares; and (3) the Trust is required to comply with Rule 10A-3
under the Exchange Act \6\ for the initial and continued listing of the
Shares. In addition, the Exchange represents that the Shares will
comply with all other requirements applicable to ICUs including, but
not limited to, requirements relating to the dissemination of key
information such as the value of the Underlying Index and Intraday
Indicative Value, rules governing the trading of equity securities,
trading hours, trading halts, surveillance, information barriers and
Information Bulletin to ETP Holders, as set forth in Exchange rules
applicable to ICUs and prior Commission orders approving the generic
listing rules applicable to the listing and trading of ICUs.\7\
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\6\ 17 CFR 240.10A-3.
\7\ See, e.g., Securities Exchange Act Release No. 44551 (July
12, 2001), 66 FR 37716 (July 19, 2001) (SR-PCX-2001-14) (order
approving generic listing standards for ICUs and Portfolio
Depositary Receipts); Securities Exchange Act Release No. 41983
(October 6, 1999), 64 FR 56008 (October 15, 1999) (SR-PCX-98-29)
(order approving rules for listing and trading of ICUs).
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Detailed descriptions of the Fund, the Underlying Index, procedures
for creating and redeeming Shares, transaction fees and expenses,
dividends, distributions, taxes, risks, and reports to be distributed
to beneficial owners of the Shares can be found in the Registration
Statement or on the Web site for the Fund (https://www.ishares.com), as
applicable.
2. Statutory Basis
The basis under the Exchange Act for this proposed rule change is
the requirement under Section 6(b)(5) \8\ that an exchange have rules
that are designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to remove
impediments to, and perfect the mechanism of a free and open market
and, in general, to protect investors and the public interest. The
Exchange believes that the proposed rule change will facilitate the
listing and trading of additional types of exchange-traded products
that will enhance competition among market participants, to the benefit
of investors and the marketplace. In addition, the listing and trading
criteria set forth in NYSE Arca Equities Rule 5.2(j)(3) and Commentary
.02 thereto and continued listing criteria in NYSE Arca Equities Rule
5.5(g)(2) are intended to protect investors and the public interest.
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\8\ 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.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change does not significantly affect the
protection of investors or the public interest, does not impose any
significant burden on competition, and, by its terms, does not become
operative for 30 days from the date on which it was filed, or such
shorter time as the Commission may designate, it has become effective
pursuant to Section 19(b)(3)(A) of the Act \9\ and Rule 19b-4(f)(6)
thereunder.\10\
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\9\ 15 U.S.C. 78s(b)(3)(A).
\10\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires the Exchange to give the Commission written notice of the
Exchange's intent to file the proposed rule change, along with a
brief description and text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission. The
Exchange has satisfied this requirement.
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The Exchange has requested that the Commission waive the 30-day
operative delay. The Exchange states that the proposed rule change does
not significantly affect the protection of investors or the public
interest and does not impose any significant burden on competition. In
addition, the Exchange believes that it has developed adequate trading
rules, procedures, surveillance programs, and listing standards for the
continued listing and trading of the Shares.
The Commission believes that waiver of the operative delay is
consistent with the protection of investors and the public interest.
The Commission notes that the Underlying Index for the Fund fails to
meet the requirements set forth in Commentary .02(a)(2) to NYSE Arca
Equities Rule 5.2(j)(3) by only a small amount (4.15%) and that the
Exchange represents that the Shares of the Fund currently satisfy all
of the other generic listing standards under NYSE Arca Equities Rule
5.2(j)(3) and all other requirements applicable to ICUs, as set forth
in Exchange rules and prior Commission orders approving the generic
listing rules applicable to the listing and trading of ICUs. The
Commission also notes that there are approximately 1,779 issues in the
Underlying Index as of October 1, 2010. The Commission believes that
the listing and trading of the Shares do not present any novel or
significant issues or impose any significant burden on competition, and
that waiving the 30-day operative delay would benefit the market and
investors by providing market participants with additional investing
choices. For these reasons, the Commission designates the proposal
operative upon filing.\11\
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\11\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
IV. 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-2010-94 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2010-94. This
file number should be included on the
[[Page 66817]]
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 Web site viewing and printing 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 the
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-2010-94 and should be submitted on or before
November 19, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-27368 Filed 10-28-10; 8:45 am]
BILLING CODE 8011-01-P