BLACKROCK INNOVATION AND GRW BTX
SHS BEN INT · Closed-End Fund · CUSIP 09260Q108
107
institutional holders
40.4m
shares reported held*
$293.8mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($288.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.27.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution new · filed 2026-05-11 | 5.3% |
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 1 | $333.0k | — |
| Q1 2022 | 2 | $303.5k | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.01% of their portfolio | 9.4m $68.0m | — |
| Cornerstone Advisors, LLC 1.52% of their portfolio | 4.3m $30.9m | — |
| Quantedge Capital Pte Ltd 7.04% of their portfolio | 3.1m $22.8m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.1m $22.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 2.2m $16.2m | — |
| UBS Group AG 0.01% of their portfolio | 2.0m $14.5m | — |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1.19% of their portfolio | 1.9m $13.7m | — |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 1.6m $11.5m | — |
| Saba Capital Management, L.P. 0.13% of their portfolio | 1.4m $10.1m | — |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.36% of their portfolio | 1.1m $8.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 963.0k $7.0m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 885.3k $6.4m | — |
| LPL Financial LLC 0.01% of their portfolio | 826.6k $6.0m | — |
| MANGROVE PARTNERS IM, LLC 0.33% of their portfolio | 731.2k $5.3m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 643.4k $4.7m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 525.4k $3.8m | — |
| 1607 Capital Partners, LLC 0.29% of their portfolio | 513.9k $3.7m | — |
| Weiss Asset Management LP 0.09% of their portfolio | 484.5k $3.5m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 416.1k $3.0m | — |
| OTA Financial Group L.P. 2.37% of their portfolio | 374.0k $2.7m | — |
| CORRADO ADVISORS, LLC 1.97% of their portfolio | 316.7k $2.4m | — |
| WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio | 303.3k $2.2m | — |
| CLOUGH CAPITAL PARTNERS L P 0.29% of their portfolio | 271.4k $2.0m | — |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 238.5k $1.7m | — |
| OPPENHEIMER & CO INC 0.04% of their portfolio | 221.5k $1.6m | — |
| Matisse Capital 1.94% of their portfolio | 210.0k $1.5m | — |
| Logan Stone Capital, LLC 0.99% of their portfolio | 207.7k $1.5m | — |
| EPIQ PARTNERS, LLC 0.78% of their portfolio | 172.5k $1.3m | — |
| Hightower 6M Holding, LLC 0.11% of their portfolio | 169.0k $1.2m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 146.8k $1.1m | — |
| COHEN & STEERS, INC. 0.00% of their portfolio | 108.2k $787.0k | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 96.0k $698.0k | — |
| WEDBUSH SECURITIES INC 0.04% of their portfolio | 89.4k $650.0k | — |
| Karpus Management, Inc. 0.02% of their portfolio | 87.4k $635.0k | — |
| Amplius Wealth Advisors, LLC 0.11% of their portfolio | 82.6k $600.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 80.3k $584.0k | — |
| Advisors Asset Management, Inc. 0.01% of their portfolio | 79.4k $577.0k | — |
| Invesco Ltd. 0.00% of their portfolio | 75.7k $550.0k | — |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 70.5k $513.0k | — |
| Baird Financial Group, Inc. 0.00% of their portfolio | 66.9k $487.0k | — |
| Eudaimonia Partners, LLC 0.10% of their portfolio | 52.9k $385.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 52.1k $378.8k | — |
| Dorsey & Whitney Trust CO LLC 0.04% of their portfolio | 47.1k $343.0k | — |
| Ignite Planners, LLC 0.25% of their portfolio | 43.0k $319.0k | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 41.5k $302.0k | — |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 40.6k $295.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 39.7k $288.0k | — |
| RAYMOND JAMES TRUST N.A. 0.01% of their portfolio | 38.7k $282.0k | — |
| Hilltop Holdings Inc. 0.04% of their portfolio | 38.5k $280.0k | — |
| NewEdge Wealth, LLC 0.01% of their portfolio | 33.4k $243.0k | — |
| VIRTUS ADVISERS, LLC 0.09% of their portfolio | 32.5k $236.0k | — |
| INDEPENDENT INVESTORS INC 0.06% of their portfolio | 30.0k $218.0k | — |
| Blue Edge Capital, LLC 0.05% of their portfolio | 27.6k $200.8k | — |
| Creative Planning 0.00% of their portfolio | 26.0k $189.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 25.1k $182.0k | — |
| Modera Wealth Management, LLC 0.01% of their portfolio | 23.2k $169.0k | — |
| SENTINEL TRUST CO LBA 0.03% of their portfolio | 21.8k $158.0k | — |
| UNITED MARITIME CAPITAL LLC 1.01% of their portfolio | 21.2k $154.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 18.8k $136.0k | — |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% of their portfolio | 18.7k $136.0k | — |
| Hayek Kallen Investment Management 0.06% of their portfolio | 17.5k $127.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 17.2k $125.0k | — |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 16.7k $121.0k | — |
| WORLD EQUITY GROUP, INC. 0.03% of their portfolio | 16.2k $118.1k | — |
| Sterneck Capital Management, LLC 0.08% of their portfolio | 15.7k $114.0k | — |
| BARRETT & COMPANY, INC. 0.07% of their portfolio | 15.3k $104.5k | — |
| WEALTH EFFECTS LLC 0.07% of their portfolio | 15.0k $109.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 14.8k $107.0k | — |
| David J Yvars Group 0.11% of their portfolio | 13.9k $101.0k | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 13.3k $95.0k | — |
| Telemetry Investments, L.L.C. 0.16% of their portfolio | 13.0k $95.0k | — |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 12.9k $94.0k | — |
| InterOcean Capital Group, LLC 0.00% of their portfolio | 12.5k $91.0k | — |
| Activest Wealth Management 0.05% of their portfolio | 12.4k $151.0k | — |
| Carson Advisory Inc. 0.09% of their portfolio | 11.2k $81.0k | — |
| Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio | 11.0k $80.0k | — |
| Operose Advisors LLC 0.05% of their portfolio | 11.0k $80.0k | — |
| Mariner, LLC 0.00% of their portfolio | 10.3k $75.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 9.4k $68.0k | — |
| Princeton Global Asset Management LLC 0.01% of their portfolio | 5.6k $41.0k | — |
| BlackRock Inc. 0.00% of their portfolio | 5.0k $36.0k | — |
| BESSEMER GROUP INC 0.00% of their portfolio | 3.1k $22.0k | — |
| Covington Capital Management 0.00% of their portfolio | 2.7k $20.0k | — |
| SIGNATUREFD, LLC 0.00% of their portfolio | 2.7k $19.0k | — |
| MUFG Americas Holdings Corp 0.00% of their portfolio | 2.5k $18.0k | — |
| Core Wealth Advisors, Inc. 0.01% of their portfolio | 2.2k $16.0k | — |
| Investors Research Corp 0.00% of their portfolio | 2.1k $15.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 2.0k $15.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.8k $13.0k | — |
| Lindbrook Capital, LLC 0.00% of their portfolio | 1.7k $12.0k | — |
| Anchor Investment Management, LLC 0.00% of their portfolio | 1.5k $10.9k | — |
| Gradient Investments LLC 0.00% of their portfolio | 1.4k $10.0k | — |
| TRUST CO OF VERMONT 0.00% of their portfolio | 1.2k $9.0k | — |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.1k $8.0k | — |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1.0k $7.0k | — |
| IFP Advisors, Inc 0.00% of their portfolio | 707 $14.0k | — |
| Thomas J. Herzfeld Advisors, Inc. 0.00% of their portfolio | 698 $5.0k | — |
| Glassman Wealth Services 0.00% of their portfolio | 617 $4.0k | — |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 550 $3.0k | — |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% of their portfolio | 480 $3.0k | — |