BIGZ Institutional Ownership & Shareholders
BLACKROCK INNOV & GRW TRM TR (BIGZ) is currently held by 117 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $301.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 79% 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
117
Total Reported Value
$301.89M
Largest Holder
Morgan Stanley
Largest Position
$96.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
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 | 0.40% | 374,976 | $3,367,287 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 358,183 | $3,235,000 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 335,618 | $3,030,630 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.00% | 305,698 | $2,745,168 | — | — | — | |
| Oppenheimer & Co Inc | 0.02% | 227,594 | $2,043,794 | — | — | — | |
| Senvest Management, Llc | 0.05% | 200,000 | $1,806,000 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 174,363 | $1,574,498 | — | — | — | |
| Lpl Financial Llc | 0.00% | 166,869 | $1,498,484 | — | — | — | |
| Quantinno Capital Management Lp | 0.00% | 145,093 | $1,310,191 | — | — | — | |
| 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 | — | — | — | |
| Compound Planning, Inc. | 0.02% | 81,605 | $732,813 | — | — | — | |
| Prevail Innovative Wealth Advisors, Llc | 0.09% | 77,516 | $728,650 | — | — | — | |
| Cohen & Steers, Inc. | 0.00% | 80,000 | $722,000 | — | — | — | |
| Chapin Davis, Inc. | 0.13% | 76,804 | $689,705 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 60,189 | $543,506 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 51,390 | $464,000 | — | — | — | |
| Choreo, Llc | 0.00% | 50,946 | $457,495 | — | — | — | |
| Concurrent Investment Advisors, Llc | 0.00% | 48,709 | $437,408 | — | — | — | |
| Seacrest Wealth Management, Llc | 0.05% | 47,346 | $425,167 | — | — | — | |
| Westbourne Investments, Inc. | 0.16% | 42,900 | $387,387 | — | — | — | |
| Indivisible Partners | 0.02% | 41,923 | $376,467 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 37,989 | $343,040 | — | — | — | |
| Closed-End Fund Advisors, Inc. | 0.34% | 36,408 | $326,940 | — | — | — | |
| D.A. Davidson & Co. | 0.00% | 35,804 | $321,528 | — | — | — | |
| Xtx Topco Ltd | 0.00% | 35,331 | $319,039 | — | — | — | |
| Central Trust Co | 0.01% | 35,200 | $316,096 | — | — | — | |
| Virtus Investment Advisers, Llc | 0.07% | 34,761 | $313,892 | — | — | — | |
| Merit Financial Group, Llc | 0.00% | 33,990 | $305,230 | — | — | — | |
| Truemark Investments, Llc | 0.04% | 33,794 | $303,470 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 33,440 | $301,971 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 31,701 | $286,260 | — | — | — |
Frequently asked questions about BIGZ
Who are the largest institutional holders of BIGZ?
The largest institutional holders of BIGZ reported in the latest SEC Form 13F filings include Morgan Stanley, Lazard Asset Management Llc, Saba Capital Management, L.P., Rivernorth Capital Management, Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported BIGZ position.
What is BIGZ institutional ownership?
This page tracks BIGZ positions reported by institutional investment managers through SEC Form 13F. BLACKROCK INNOV & GRW TRM TR (BIGZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BIGZ?
InsiderSet currently tracks 117 institutional managers reporting BIGZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BIGZ shareholders.
How much BIGZ stock do institutions own?
Institutional investment managers disclosed approximately $301.89M in BIGZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BIGZ institutional ownership last updated?
The latest BIGZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BIGZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BIGZ position after the reporting date.
Are institutions buying or selling BIGZ?
Institutional buying and selling can be analyzed by comparing BIGZ positions across consecutive 13F reporting periods. InsiderSet's BIGZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BIGZ ownership changes.
How has BIGZ institutional ownership changed over time?
InsiderSet tracks BIGZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.