CMBS · Insider trading · 13F holders · Congress trades
iShares CMBS ETF (CMBS)
Who is buying and selling CMBS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 12
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 6
CMBS at a glance
- No open-market insider purchases or sales of CMBS were filed in the last 90 days.
- 12 13F filers hold CMBS among their 50 largest positions, worth $83.2M combined. The biggest bets by portfolio weight are Prepared Retirement Institute LLC (5.4%), Arvest Investments, Inc. (3.0%) and Hidden Cove Wealth Management, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- Members of Congress have disclosed 19 CMBS trades since 2015, 5 purchases and 1 sale in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
- CMBS last closed at $47.56 on Oct 30, 2026.
CMBS insider trading
No open-market insider purchases or sales of CMBS were filed in the last 90 days.
Who owns CMBS? Hedge funds and superinvestors
12 13F filers hold CMBS among their 50 largest positions, worth $83.2M combined. The biggest bets by portfolio weight are Prepared Retirement Institute LLC (5.4%), Arvest Investments, Inc. (3.0%) and Hidden Cove Wealth Management, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Arvest Investments, Inc.Wealth manager | 3.0% | $24.7M | 523,353 | +5.8% shares | Q3 2026 |
| Syon Capital LLCWealth manager | 0.9% | $20.0M | 411,146 | -22.1% shares | Q2 2026 |
| Prepared Retirement Institute LLCWealth manager | 5.4% | $12.7M | 261,927 | +2.0% shares | Q2 2026 |
| Central Bank & Trust CoSovereign wealth fund | 1.3% | $9.2M | 194,607 | +0.3% shares | Q3 2026 |
| Schmidt P J Investment Management IncAsset manager | 0.7% | $4.8M | 99,078 | +3.3% shares | Q2 2026 |
| Hidden Cove Wealth Management, LLCWealth manager | 1.4% | $2.6M | 55,258 | — | Q3 2026 |
| Insight Wealth Partners, LLCWealth manager | 1.0% | $2.6M | 54,816 | +4.0% shares | Q3 2026 |
| Guidance Capital, IncWealth manager | 0.4% | $1.9M | 39,688 | — | Q2 2026 |
| Rosenberg Matthew HamiltonInvestment manager | 0.3% | $1.8M | 37,162 | +21.0% shares | Q3 2026 |
| Veridan Wealth LLCWealth manager | 0.4% | $1.1M | 22,000 | — | Q2 2026 |
| Ethos Capital Management, Inc.Wealth manager | 0.7% | $971K | 19,951 | -31.4% shares | Q2 2026 |
| Hyundai Investments Co., Ltd.Asset manager | 0.8% | $765K | 15,694 | +77.9% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 7). Screen CMBS in the grand portfolio →
CMBS stock trades by members of Congress
Members of Congress have disclosed 19 CMBS trades since 2015, 5 purchases and 1 sale in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 21, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 9, 2026 | -1.0% |
| Jun 16, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | May 27, 2026 | -2.2% |
| Jun 16, 2026 | John BoozmanR-AR · Senate | Sale | $1K–15K | May 13, 2026 | -2.0% |
| Mar 6, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Feb 6, 2026 | -3.5% |
| Feb 15, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Jan 23, 2026 | -3.3% |
| Dec 8, 2025 | John BoozmanR-AR · Senate | Buy | $1K–15K | Nov 21, 2025 | -3.1% |
| Oct 10, 2025 | John BoozmanR-AR · Senate | Sale | $1K–15K | Sep 16, 2025 | -3.3% |
| Sep 12, 2025 | John BoozmanR-AR · Senate | Buy | $1K–15K | Aug 1, 2025 | -2.0% |
| Oct 18, 2024 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 6, 2024 | -2.2% |
| May 7, 2024 | John BoozmanR-AR · Senate | Sale | $1K–15K | Apr 16, 2024 | +3.3% |
| Dec 12, 2023 | John BoozmanR-AR · Senate | Sale | $1K–15K | Nov 7, 2023 | +5.9% |
| Aug 4, 2017 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Mar 9, 2016 | -7.4% |
| Jun 1, 2017 | Carlos CurbeloR-FL · House | Sale | $1K–15K | Apr 5, 2017 | -6.9% |
| Sep 16, 2016 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Jul 22, 2016 | -10.0% |
| Jun 16, 2016 | Carlos CurbeloR-FL · House | Sale | $1K–15K | May 25, 2016 | -8.8% |
| Mar 22, 2016 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Mar 9, 2016 | -7.4% |
| Nov 12, 2015 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Oct 23, 2015 | -7.5% |
| Sep 9, 2015 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Jul 14, 2015 | -7.3% |
| Sep 9, 2015 | Carlos CurbeloR-FL · House | Sale | $1K–15K | Apr 17, 2015 | -8.9% |
2 members have traded CMBS: John Boozman, Carlos Curbelo.
Analysis mentioning CMBS
Posts from the blog that cover iShares CMBS ETF, newest first.
CMBS questions and answers
Are insiders buying CMBS stock?
No open-market insider purchases or sales of CMBS were filed in the last 90 days.
Which hedge funds own CMBS?
12 13F filers hold CMBS among their 50 largest positions, worth $83.2M combined. The biggest bets by portfolio weight are Prepared Retirement Institute LLC (5.4%), Arvest Investments, Inc. (3.0%) and Hidden Cove Wealth Management, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded CMBS?
Members of Congress have disclosed 19 CMBS trades since 2015, 5 purchases and 1 sale in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
Who is the largest holder of CMBS?
Among 13F filers, Arvest Investments, Inc. reports the largest CMBS position, $24.7M (523,353 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Prepared Retirement Institute LLC's: 5.4% of its portfolio.
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Free to use with a link back. The data updates every filing day.