BLACKROCK INNOV & GRW TRM TR (BIGZ) Top Institutional Shareholders

BLACKROCK INNOV & GRW TRM TR (BIGZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $205.41M in BIGZ holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of BIGZ tracked by InsiderSet, reporting ownership valued at approximately $66.29M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed BIGZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lazard Asset Management Llc, Rivernorth Capital Management, Llc, and several other long-term asset managers with concentrated positions in BLACKROCK INNOV & GRW TRM TR (BIGZ).

This page ranks the largest institutional BIGZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

109

Total Reported Value

$205.41M

Largest Holder

Morgan Stanley

Largest Position

$66.29M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

125

Funds Exiting Positions

0

Page 1 of 3
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%10,044,148$66,291,392
Lazard Asset Management Llc0.04%3,364,475$22,205,535
Rivernorth Capital Management, Llc0.85%2,570,038$16,962,251
Invesco Ltd.0.00%1,778,169$11,735,915
Absolute Investment Advisers, Llc1.20%1,549,398$10,226,027
Quantedge Capital Pte Ltd4.29%1,187,179$7,835,381
Z3 Capital Partners, Llc0.91%1,117,947$7,372,772
Raymond James Financial Inc0.00%815,175$5,380,157
Saba Capital Management, L.P.0.16%764,197$5,043,700
Advisors Asset Management, Inc.0.08%715,938$4,725,191
Quarry Lp0.91%682,532$4,504,711
Matisse Capital1.68%593,000$3,913,800
Ubs Group Ag0.00%581,214$3,836,012
Bank Of America Corp0.00%447,999$2,956,793
Ameriprise Financial Inc0.00%446,783$2,948,765
Royal Bank Of Canada0.00%372,470$2,458,000
Rockefeller Capital Management L.P.0.00%328,586$2,168,670
Blue Bell Private Wealth Management, Llc0.29%306,083$2,020,148
Private Advisor Group, Llc0.01%292,211$1,928,593
Thomas J. Herzfeld Advisors, Inc.0.63%280,753$1,852,970
Oppenheimer & Co Inc0.02%217,382$1,434,721
Wolverine Asset Management Llc0.02%212,686$1,403,728
Millennium Management Llc0.00%164,835$1,087,911
Quantinno Capital Management Lp0.00%158,168$1,043,910
Shaker Financial Services, Llc0.32%138,908$916,793
Jane Street Group, Llc0.00%115,075$759,495
Hightower Advisors, Llc0.00%103,852$685,420
Sanctuary Advisors, Llc0.00%93,133$614,675
Lpl Financial Llc0.00%85,585$564,860
Virtus Investment Advisers, Llc0.15%84,306$556,420
Susquehanna International Group, Llp0.00%77,892$514,088
Chapin Davis, Inc.0.11%74,548$492,019
Osaic Holdings, Inc.0.00%69,616$459,474
Stifel Financial Corp0.00%62,866$414,912
Choreo, Llc0.00%60,375$398,475
Seacrest Wealth Management, Llc0.04%60,089$396,587
Concurrent Investment Advisors, Llc0.00%51,419$339,369
Indivisible Partners0.03%45,701$301,630
Xtx Topco Ltd0.00%35,321$233,119
Central Trust Co0.00%35,200$232,320
National Philanthropic Trust0.01%31,300$229,429
Merit Financial Group, Llc0.00%34,213$225,806
Accredited Investor Services, Llc0.14%32,781$216,355
Truemark Investments, Llc0.04%29,708$196,073
Newedge Advisors, Llc0.01%193,504$193,504
Mariner, Llc0.00%30,445$191,499
Css Llc/Il0.01%28,700$189,420
Rfg Advisory, Llc0.00%28,331$186,985
Evolve Private Wealth, Llc0.01%27,195$179,487
Steward Partners Investment Advisory, Llc0.00%26,397$174,220

Frequently asked questions about BIGZ

  • Who owns the most BIGZ stock?

    The largest holders of BIGZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK INNOV & GRW TRM TR (BIGZ).

  • Is BIGZ widely held by superinvestors?

    Many widely followed stocks like BIGZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BIGZ is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.