The First Set of iShares(R) Products Moves to the New York Stock Exchange.SAN FRANCISCO San Francisco (săn frănsĭs`kō), city (1990 pop. 723,959), coextensive with San Francisco co., W Calif., on the tip of a peninsula between the Pacific Ocean and San Francisco Bay, which are connected by the strait known as the Golden -- Barclays Global Investors Barclays Global Investors is a subsidiary of British-based Barclays Bank which is in the investment management industry. It is the largest corporate money manager in the world, with over £936 billion (US$1.77 trillion) under management as of March 2006[1]. (BGI BGI Barclays Global Investors BGI Bainbridge Graduate Institute BGI Bureau Gravimétrique International BGI Borland Graphic Interface (File Name Extension) BGI Bridgetown, Barbados - Grantley Adams International ), a worldwide leader in exchange traded funds Exchange Traded Funds (ETF) Also known as ETF. A basket of stocks similar to an index mutual fund. However, there are a number of important differences between ETFs and mutual funds. (ETFs), announced today that the first phase of iShares products, 40 iShares Funds, will move to the New York Stock Exchange New York Stock Exchange (NYSE) World's largest marketplace for securities. The exchange began as an informal meeting of 24 men in 1792 on what is now Wall Street in New York City. (NYSE NYSE See: New York Stock Exchange ) on November 30, 2005. As announced in July 2005, the primary listings of 81 iShares products will transfer from the American Stock Exchange American Stock Exchange (AMEX) Stock exchange in the U.S. Originally known as “the Curb,” it began as an outdoor marketplace in New York City c. 1850. It moved indoors to its present location in the Wall Street area in 1921. (AMEX AMEX See: American Stock Exchange ) to the NYSE and the Archipelago Archipelago (ärkĭpĕl`əgō) [Ital., from Gr.=chief sea], ancient name of the Aegean Sea, later applied to the numerous islands it contains. The word now designates any cluster of islands. Exchange (ArcaEx(R)) over a two-year period. Subject to certain contingencies such as regulatory approval, 61 iShares Funds will move to the NYSE and 19 iShares Funds and one grantor trust Grantor trust A mechanism of issuing MBS wherein the mortgages' collateral is deposited with a trustee under a custodial or trust agreement. will move to ArcaEx. Certain funds are expected to move to ArcaEx in early 2006. After the funds move on Nov. 30th, there will be 59 iShares Funds primary listings on the NYSE, one on the Chicago Board Options Exchange Chicago Board Options Exchange (CBOE) A securities exchange created in the early 1970s for the public trading of standardized option contracts. Primary place for the trading of stock options, foreign currency options, and index options (S&P 100, 500, and OTC 250 index) (CBOE CBOE See: Chicago Board Options Exchange CBOE See Chicago Board Options Exchange (CBOE). ) and the remaining iShares funds on the AMEX. For list of iShares products impacted, see Addendum addendum n. an addition to a completed written document. Most commonly this is a proposed change or explanation (such as a list of goods to be included) in a contract, or some point that has been subject of negotiation after the contract was originally proposed by . The iShares(R) Funds are index funds whose shares may be bought and sold like common stocks on securities exchanges. The iShares Funds are attractive to many individual and institutional investors and financial intermediaries Financial intermediaries institution that provide the market function of matching borrowers and lenders or traders. because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account Brokerage Account An arrangement between an investor and a licensed brokerage firm that allows the investor to deposit funds with the firm and place investment orders through the brokerage, which then carries out the transactions on the investor's behalf. . To determine if the fund(s) are an appropriate investment for you, carefully consider the funds' investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the funds' prospectuses, which may be obtained by calling 1-800-iShares or by visiting www.ishares.com. Read the prospectus carefully before investing. Barclays Global Investors is one of the world's largest asset managers(1) providing structured investment strategies such as risk-controlled active strategies and indexing. In the U.S., BGI is one of the largest active managers(2), set apart by its risk-controlled approach. BGI manages 65% of the world's 100 largest pension plans(3) and is the global leader in assets and products in the exchange traded funds through its iShares(R) brand with more than 130 ETFs. The firm managed over $1.4 trillion in assets as of 6/30/05, for more than 2,700 clients in 48 countries around the world. BGI is an innovator in investment management, applying science and technology to the investment process. BGI is owned by Barclays PLC Barclays PLC is a global financial services provider operating in Europe, the United States, the Middle East, Latin America, Australia, Asia and Africa. It is a holding company that is listed in London and New York. It operates through its subsidiary Barclays Bank PLC. , one of the world's leading global financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. providers. The iShares Funds registered with the United States United States, officially United States of America, republic (2005 est. pop. 295,734,000), 3,539,227 sq mi (9,166,598 sq km), North America. The United States is the world's third largest country in population and the fourth largest country in area. Securities and Exchange Commission under the Investment Company Act of 1940 as iShares, Inc. and iShares Trust (the "iShares Funds") are distributed by SEI Investments Distribution Co. (SEI). Barclays Global Fund Advisors (BGFA BGFA Barclays Global Fund Advisors BGFA Boston Globe Freelancers Association BGFA Barbados Game Fishing Association BGFA Belize Game Fishing Association BGFA Bulk Glass Forming Ability BGFA Berufsgenossenschaftliches Forschungsinstitut for Arbeitsmedizin ) serves as an advisor to the iShares Funds. Barclays Global Investors Services (BGIS BGIS Barclays Global Investors Services BGIS Business and Geographic Information Services (Unit; Illinois Institute for Rural Affairs) BGIS Bhaktivedanta Gurukula & International School (Vrindavan, India) ) assists in the marketing of the iShares Funds. BGFA and BGIS are subsidiaries of Barclays Global Investors, N.A., a wholly owned subsidiary Wholly Owned Subsidiary A subsidiary whose parent company owns 100% of its common stock. Notes: In other words, the parent company owns the company outright and there are no minority owners. of Barclays Bank PLC, none of which is affiliated with SEI. Investing involves risk, including possible loss of principal. Transactions in shares of the iShares Funds will result in brokerage commissions. (C) 2005 Barclays Global Investors. All rights reserved. iShares is a registered trademark of Barclays Global Investors, N.A. All other trademarks, servicemarks or registered trademarks are the property of their respective owners. (1) Source: "P&I/Watson Wyatt World 500," Pensions & Investments, September 5, 2005. (2) Source: "Special Reports: Money Manager Directory," Pensions & Investments, May 30, 2005. (3) Source: "P&I/Watson Wyatt World's 250 Largest Retirement Plans," Pensions & Investments, December 27, 2004. ADDENDUM ---------------------------------------------------------------------- iShares Funds moving to the NYSE on November 30, 2005 ====================================================================== ---------------------------------------------------------------------- iShares Dow Jones U.S. Basic Materials Sector Index Fund (IYM) ---------------------------------------------------------------------- iShares Dow Jones U.S. Consumer Services Sector Index Fund (IYC) ---------------------------------------------------------------------- iShares Dow Jones U.S. Consumer Goods Sector Index Fund (IYK) ---------------------------------------------------------------------- iShares Dow Jones U.S. Energy Sector Index Fund (IYE) ---------------------------------------------------------------------- iShares Dow Jones U.S. Financial Sector Index Fund (IYF) ---------------------------------------------------------------------- iShares Dow Jones U.S. Financial Services Index Fund (IYG) ---------------------------------------------------------------------- iShares Dow Jones U.S. Healthcare Sector Index Fund (IYH) ---------------------------------------------------------------------- iShares Dow Jones U.S. Industrial Sector Index Fund (IYJ) ---------------------------------------------------------------------- iShares Dow Jones U.S. Real Estate Index Fund (IYR) ---------------------------------------------------------------------- iShares Dow Jones U.S. Technology Sector Index Fund (IYW) ---------------------------------------------------------------------- iShares Dow Jones U.S. Telecommunications Sector Index Fund (IYZ) ---------------------------------------------------------------------- iShares Dow Jones U.S. Total Market Index Fund (IYY) ---------------------------------------------------------------------- iShares Dow Jones U.S. Utilities Sector Index Fund (IDU) ---------------------------------------------------------------------- iShares Dow Jones Transportation Average Index Fund (IYT) ---------------------------------------------------------------------- iShares MSCI Belgium Index Fund (EWK) ---------------------------------------------------------------------- iShares MSCI Brazil Index Fund (EWZ) ---------------------------------------------------------------------- iShares MSCI France Index Fund (EWQ) ---------------------------------------------------------------------- iShares MSCI Hong Kong Index Fund (EWH) ---------------------------------------------------------------------- iShares MSCI Italy Index Fund (EWI) ---------------------------------------------------------------------- iShares MSCI Japan Index Fund (EWJ) ---------------------------------------------------------------------- iShares MSCI Malaysia Index Fund (EWM) ---------------------------------------------------------------------- iShares MSCI Netherlands Index Fund (EWN) ---------------------------------------------------------------------- iShares MSCI Singapore Index Fund (EWS) ---------------------------------------------------------------------- iShares MSCI South Korea Index Fund (EWY) ---------------------------------------------------------------------- iShares MSCI Spain Index Fund (EWP) ---------------------------------------------------------------------- iShares MSCI Sweden Index Fund (EWD) ---------------------------------------------------------------------- iShares MSCI Switzerland Index Fund (EWL) ---------------------------------------------------------------------- iShares MSCI Taiwan Index Fund (EWT) ---------------------------------------------------------------------- iShares MSCI United Kingdom Index Fund (EWU) ---------------------------------------------------------------------- iShares S&P Europe 350 Index Fund (IEV) ---------------------------------------------------------------------- iShares S&P 500 Index Fund (IVV) ---------------------------------------------------------------------- iShares S&P 500/BARRA Growth Index Fund (IVW) ---------------------------------------------------------------------- iShares S&P 500/BARRA Value Index Fund (IVE) ---------------------------------------------------------------------- iShares S&P MidCap 400 Index Fund (IJH) ---------------------------------------------------------------------- iShares S&P MidCap 400/BARRA Growth Index Fund (IJK) ---------------------------------------------------------------------- iShares S&P MidCap 400/BARRAValue Index Fund (IJJ) ---------------------------------------------------------------------- iShares S&P SmallCap 600 Index Fund (IJR) ---------------------------------------------------------------------- iShares S&P SmallCap 600/BARRA Growth Index Fund (IJT) ---------------------------------------------------------------------- iShares S&P SmallCap 600/BARRA Value Index Fund (IJS) ---------------------------------------------------------------------- iShares S&P 1500 Index Fund (ISI) ---------------------------------------------------------------------- ---------------------------------------------------------------------- iShares Funds Moving to ArcaEx in Early 2006 ====================================================================== ---------------------------------------------------------------------- iShares Russell 1000 Index Fund (IWB) ---------------------------------------------------------------------- iShares Russell 1000 Growth Index Fund (IWF) ---------------------------------------------------------------------- iShares Russell 1000 Value Index Fund (IWD) ---------------------------------------------------------------------- iShares Russell 2000 Index Fund (IWM) ---------------------------------------------------------------------- iShares Russell 2000 Growth Index Fund (IWO) ---------------------------------------------------------------------- iShares Russell 2000 Value Index Fund (IWN) ---------------------------------------------------------------------- iShares Russell 3000 Index Fund (IWV) ---------------------------------------------------------------------- iShares Russell 3000 Growth Index Fund (IWZ) ---------------------------------------------------------------------- iShares Russell 3000 Value Index Fund (IWW) ---------------------------------------------------------------------- iShares MSCI Australia Index Fund (EWA) ---------------------------------------------------------------------- iShares MSCI Austria Index Fund (EWO) ---------------------------------------------------------------------- iShares MSCI Canada Index Fund (EWC) ---------------------------------------------------------------------- iShares MSCI EMU Index Fund (EZU) ---------------------------------------------------------------------- iShares MSCI Germany Index Fund (EWG) ---------------------------------------------------------------------- iShares MSCI Mexico Index Fund (EWW) ---------------------------------------------------------------------- The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Dow Jones Dow Jones the best known of several U.S. indexes of movements in price on Wall Street. [Am. Hist.: Payton, 202] See : Finance & Company, Inc., Morgan Stanley Capital International Morgan Stanley Capital International (MSCI) This firm publishes a number of well known benchmarks, such as the MSCI World Index. , Frank Russell Frank Russell may refer to the following people:
Standard and Poor's Index . None of these companies make any representation regarding the advisability of investing in the Funds. Neither SEI nor BGI, nor any of their affiliates, are affiliated with the companies listed above. |
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