BLACKROCK INNOV & GRW TRM TR (BIGZ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $298.94M 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 $96.18M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed BIGZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lazard Asset Management Llc, Saba Capital Management, L.P., 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
116
Total Reported Value
$298.94M
Largest Holder
Morgan Stanley
Largest Position
$96.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 10,650,939 | $96,177,994 | — | — | — | |
| Lazard Asset Management Llc | 0.06% | 4,381,111 | $39,561,432 | — | — | — | |
| Saba Capital Management, L.P. | 0.86% | 3,116,387 | $28,140,975 | — | — | — | |
| Rivernorth Capital Management, Llc | 1.18% | 2,737,496 | $24,719,589 | — | — | — | |
| Invesco Ltd. | 0.00% | 1,835,080 | $16,570,773 | — | — | — | |
| Penserra Capital Management Llc | 0.08% | 1,128,395 | $10,189,000 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 778,442 | $7,029,340 | — | — | — | |
| Atlas Wealth Llc | 0.83% | 646,261 | $5,835,737 | — | — | — | |
| Z3 Capital Partners, Llc | 1.19% | 628,692 | $5,677,087 | — | — | — | |
| Ubs Group Ag | 0.00% | 600,373 | $5,421,369 | — | — | — | |
| Thomas J. Herzfeld Advisors, Inc. | 1.43% | 515,402 | $4,654,080 | — | — | — | |
| Quantedge Capital Pte Ltd | 3.52% | 513,279 | $4,634,909 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 473,264 | $4,273,574 | — | — | — | |
| Bank Of America Corp | 0.00% | 439,767 | $3,971,099 | — | — | — | |
| Newedge Advisors, Llc | 0.01% | 414,875 | $3,746,322 | — | — | — | |
| Blue Bell Private Wealth Management, Llc | 0.42% | 374,103 | $3,378,151 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 358,183 | $3,235,000 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 335,618 | $3,030,630 | — | — | — | |
| Oppenheimer & Co Inc | 0.02% | 223,321 | $2,016,589 | — | — | — | |
| Senvest Management, Llc | 0.05% | 200,000 | $1,806,000 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 174,363 | $1,574,498 | — | — | — | |
| Quantinno Capital Management Lp | 0.00% | 145,093 | $1,310,191 | — | — | — | |
| Lpl Financial Llc | 0.00% | 138,908 | $1,254,335 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.01% | 132,839 | $1,199,536 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 116,770 | $1,054,592 | — | — | — | |
| Stifel Financial Corp | 0.00% | 106,051 | $957,636 | — | — | — | |
| Sanctuary Advisors, Llc | 0.00% | 92,306 | $833,520 | — | — | — | |
| Shp Wealth Management | 0.06% | 89,671 | $809,725 | — | — | — | |
| Cohen & Steers, Inc. | 0.00% | 80,000 | $722,000 | — | — | — | |
| Chapin Davis, Inc. | 0.12% | 77,576 | $700,515 | — | — | — | |
| Choreo, Llc | 0.01% | 61,908 | $559,029 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 60,189 | $543,506 | — | — | — | |
| Wedbush Securities Inc | 0.01% | 56,735 | $512,000 | — | — | — | |
| Seacrest Wealth Management, Llc | 0.05% | 52,113 | $470,580 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 51,390 | $464,000 | — | — | — | |
| Concurrent Investment Advisors, Llc | 0.00% | 50,244 | $453,707 | — | — | — | |
| Westbourne Investments, Inc. | 0.16% | 42,900 | $387,387 | — | — | — | |
| Indivisible Partners | 0.02% | 41,679 | $376,358 | — | — | — | |
| Prevail Innovative Wealth Advisors, Llc | 0.05% | 40,697 | $367,494 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 37,989 | $343,040 | — | — | — | |
| Closed-End Fund Advisors, Inc. | 0.32% | 36,438 | $329,035 | — | — | — | |
| Xtx Topco Ltd | 0.00% | 35,331 | $319,039 | — | — | — | |
| Merit Financial Group, Llc | 0.00% | 35,254 | $318,344 | — | — | — | |
| Central Trust Co | 0.01% | 35,200 | $317,856 | — | — | — | |
| Virtus Investment Advisers, Llc | 0.07% | 34,761 | $313,892 | — | — | — | |
| Mgo One Seven Llc | 0.01% | 34,276 | $309,515 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 33,440 | $301,971 | — | — | — | |
| Truemark Investments, Llc | 0.04% | 31,814 | $287,280 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 31,701 | $286,260 | — | — | — | |
| Mariner, Llc | 0.00% | 30,756 | $277,727 | — | — | — |
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.