Vault-13

BLACKROCK INNOVATION AND GRW BTX

SHS BEN INT · Closed-End Fund · CUSIP 09260Q108

119 institutional holders +3 vs Q1 2025
102,335,144102.3m shares reported held*
$751.1mreported value*
24 new 33 added 39 reduced 20 sold out net sold ≈ $13.2m (-1.8m shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $7.34.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 107Q4 22: 112Q1 23: 106Q2 23: 108Q3 23: 115Q4 23: 118Q1 24: 111Q2 24: 122Q3 24: 114Q4 24: 114Q1 25: 116Q2 25: 119119Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022107
Q4 2022112
Q1 2023106
Q2 2023108
Q3 2023115
Q4 2023118
Q1 2024111
Q2 2024122
Q3 2024114
Q4 2024114
Q1 2025116
Q2 2025119

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 59 bought or addedQ3 23: 44 cut or sold outQ4 23: 53 bought or addedQ4 23: 60 cut or sold outQ4 23Q1 24: 43 bought or addedQ1 24: 71 cut or sold outQ2 24: 61 bought or addedQ2 24: 56 cut or sold outQ2 24Q3 24: 44 bought or addedQ3 24: 76 cut or sold outQ4 24: 48 bought or addedQ4 24: 61 cut or sold outQ4 24Q1 25: 65 bought or addedQ1 25: 56 cut or sold outQ2 25: 57 bought or addedQ2 25: 59 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235944
Q4 20235360
Q1 20244371
Q2 20246156
Q3 20244476
Q4 20244861
Q1 20256556
Q2 20255759

Biggest buyers

Yakira Capital Management, Inc. Added +664,908+664.9k
ABSOLUTE INVESTMENT ADVISERS, LLC Added +599,591+599.6k
SIT INVESTMENT ASSOCIATES INC Added +490,569+490.6k
Quarry LP Added +433,321+433.3k
LAZARD ASSET MANAGEMENT LLC Added +406,287+406.3k
Rockefeller Capital Management L.P. Added +358,444+358.4k
Balyasny Asset Management L.P. New +217,150+217.2k
Quantinno Capital Management LP New +146,020+146.0k
Bulldog Investors, LLP Added +117,875+117.9k
AMERIPRISE FINANCIAL INC Added +92,726+92.7k

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,365,970-1.4m
Invesco Ltd. Reduced -872,190-872.2k
BLUEFIN CAPITAL MANAGEMENT, LLC Reduced -537,141-537.1k
RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -532,518-532.5k
CSS LLC/IL Reduced -514,994-515.0k
Shaker Financial Services, LLC Sold out -434,069-434.1k
North Ground Capital Reduced -424,000-424.0k
Advisor Resource Council Sold out -251,855-251.9k
MORGAN STANLEY Reduced -177,173-177.2k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Sold out -171,124-171.1k

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.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution new · filed 2026-05-11 5.3% new 6.2m≈ $56.0m 2026-05-11

Insider purchases and sales in Q2 2025

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.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 12.14% of their portfolio NEW YORK, NY 60,675,39560.7m $445.4m $445.4m 12.14% Unchanged
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,560,9895.6m $40.8m $40.8m 0.00% Reduced -177.2k -177,173
3 SIT INVESTMENT ASSOCIATES INC 0.86% of their portfolio Minneapolis, MN 5,515,6995.5m $40.5m $40.5m 0.86% Added +490.6k +490,569
4 LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 2,871,7192.9m $21.1m $21.1m 0.03% Added +406.3k +406,287
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 2,800,6152.8m $20.6m $20.6m 0.00% Reduced -872.2k -872,190
6 ABSOLUTE INVESTMENT ADVISERS, LLC 2.36% of their portfolio ROSEMARY BEACH, FL 2,600,1582.6m $19.1m $19.1m 2.36% Added +599.6k +599,591
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,488,5272.5m $18.3m $18.3m 0.01% Reduced -12.9k -12,862
8 Penserra Capital Management LLC 0.23% of their portfolio ORINDA, CA 2,250,2562.3m $16.5m $16.5m 0.23% Added +66.5k +66,497
9 Sessa Capital IM, L.P. 0.45% of their portfolio NEW YORK, NY 2,015,0962.0m $14.8m $14.8m 0.45% Unchanged
10 Karpus Management, Inc. 0.34% of their portfolio Pittsford, NY 1,423,1011.4m $10.4m $10.4m 0.34% Reduced -64.8k -64,801
11 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.52% of their portfolio WEST PALM BEACH, FL 1,270,9171.3m $9.3m $9.3m 0.52% Reduced -532.5k -532,518
12 Quarry LP 2.04% of their portfolio NEW YORK, NY 1,200,6911.2m $8.8m $8.8m 2.04% Added +433.3k +433,321
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,153,9011.2m $8.5m $8.5m 0.00% Reduced -105.9k -105,943
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,128,9021.1m $8.3m $8.3m 0.00% Added +83.5k +83,497
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,085,1201.1m $8.0m $8.0m 0.00% Reduced -1.4m -1,365,970
16 Yakira Capital Management, Inc. 2.18% of their portfolio Westport, CT 805,926805.9k $5.9m $5.9m 2.18% Added +664.9k +664,908
17 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 715,152715.2k $5.2m $5.2m 0.01% Added +358.4k +358,444
18 Bulldog Investors, LLP 1.13% of their portfolio SADDLE BROOK, NJ 610,207610.2k $4.5m $4.5m 1.13% Added +117.9k +117,875
19 North Ground Capital 5.29% of their portfolio Cohasset, MA 566,000566.0k $4.1m $4.1m 5.29% Reduced -424.0k -424,000
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 454,913454.9k $3.3m $3.3m 0.00% Added +92.7k +92,726
21 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.45% of their portfolio BLUE BELL, PA 363,966364.0k $2.7m $2.7m 0.45% Reduced -20.6k -20,560
22 CAPSTONE INVESTMENT ADVISORS, LLC 0.02% of their portfolio NEW YORK, NY 261,043261.0k $1.9m $1.9m 0.02% Added +2.5k +2,541
23 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 259,150259.1k $1.9m $1.9m 0.00% Added +11.0k +11,000
24 1607 Capital Partners, LLC 0.15% of their portfolio Richmond, VA 248,540248.5k $1.8m $1.8m 0.15% Reduced -21.5k -21,500
25 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.38% of their portfolio LEAWOOD, KS 228,552228.6k $1.7m $1.7m 0.38% Reduced -11.7k -11,696
26 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 225,009225.0k $1.7m $1.7m 0.02% Reduced -296 -296
27 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 217,150217.2k $1.6m $1.6m 0.00% New
28 CSS LLC/IL 0.09% of their portfolio CHICAGO, IL 202,841202.8k $1.5m $1.5m 0.09% Reduced -515.0k -514,994
29 Almitas Capital LLC 0.36% of their portfolio SANTA MONICA, CA 195,710195.7k $1.4m $1.4m 0.36% Added +2.3k +2,321
30 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 175,298175.3k $1.3m $1.3m 0.02% Added +74.1k +74,074
31 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 151,876151.9k $1.1m $1.1m 0.01% Added +36.0k +35,978
32 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 146,020146.0k $1.1m $1.1m 0.00% New
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 143,053143.1k $1.1m $1.1m 0.00% Reduced -57.7k -57,725
34 Virtus Investment Advisers, LLC 0.35% of their portfolio HARTFORD, CT 140,903140.9k $1.0m $1.0m 0.35% Reduced -5.4k -5,421
35 HBK INVESTMENTS L P 0.02% of their portfolio DALLAS, TX 119,957120.0k $880.5k $880.5k 0.02% Reduced -92.4k -92,423
36 READYSTATE ASSET MANAGEMENT LP 0.03% of their portfolio CHICAGO, IL 110,780110.8k $813.1k $813.1k 0.03% Added +37.0k +36,964
37 CHAPIN DAVIS, INC. 0.19% of their portfolio BALTIMORE, MD 93,21193.2k $684.2k $684.2k 0.19% Added +21.8k +21,756
38 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 88,02988.0k $646.1k $646.1k 0.01% Added +152 +152
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 86,50686.5k $635.0k $635.0k 0.00% Added +10.4k +10,397
40 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 85,21285.2k $625.0k $625.0k 0.02% Reduced -9.0k -9,032
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 80,13980.1k $588.2k $588.2k 0.00% Added +48.0k +48,046
42 DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 0.40% of their portfolio Singapore, U0 76,66776.7k $562.7k $562.7k 0.40% New
43 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 75,98576.0k $557.7k $557.7k 0.00% Added +17.1k +17,051
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 67,29267.3k $494.0k $494.0k 0.00% Reduced -1.1k -1,084
45 OBSIDIAN CIO, LLC 0.07% of their portfolio NEW YORK, NY 67,23567.2k $493.5k $493.5k 0.07% Unchanged
46 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 60,95961.0k $447.5k $447.5k 0.00% Added +6.7k +6,672
47 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 57,62457.6k $423.0k $423.0k 0.00% Added +7.3k +7,344
48 SeaCrest Wealth Management, LLC 0.05% of their portfolio PURCHASE, NY 56,99157.0k $418.3k $418.3k 0.05% Added +5.8k +5,835
49 Elequin Capital, LP 0.06% of their portfolio NEW YORK, NY 56,52656.5k $414.9k $414.9k 0.06% New
50 BLUEFIN CAPITAL MANAGEMENT, LLC 0.31% of their portfolio NEW YORK, NY 54,35354.4k $399.0k $399.0k 0.31% Reduced -537.1k -537,141
51 Alpine Global Management, LLC 0.07% of their portfolio NEW YORK, NY 43,03843.0k $315.9k $315.9k 0.07% New
52 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 42,34142.3k $310.8k $310.8k 0.00% Added +29.6k +29,560
53 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 42,02542.0k $308.5k $308.5k 0.01% Added +21.4k +21,425
54 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.04% of their portfolio INDIANAPOLIS, IN 40,00040.0k $293.6k $293.6k 0.04% Unchanged
55 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 35,27435.3k $258.9k $258.9k 0.01% Reduced -2.3k -2,332
56 Redhawk Wealth Advisors, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 34,91634.9k $256.3k $256.3k 0.03% New
57 K2 PRINCIPAL FUND, L.P. 0.05% of their portfolio TORONTO, A6 34,84334.8k $255.7k $255.7k 0.05% Reduced -157 -157
58 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 30,47530.5k $223.1k $223.1k 0.01% Added +6.1k +6,075
59 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 29,03129.0k $213.1k $213.1k 0.01% Added +4.3k +4,331
60 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 27,90827.9k $204.8k $204.8k 0.00% New
61 HARRIS ASSOCIATES L P 0.00% of their portfolio CHICAGO, IL 25,00025.0k $183.5k $183.5k 0.00% New
62 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 22,98223.0k $168.7k $168.7k 0.00% Added +674 +674
63 Dakota Wealth Management 0.00% of their portfolio PALM BEACH GARDENS, FL 22,60622.6k $165.9k $165.9k 0.00% Reduced -605 -605
64 National Philanthropic Trust 0.00% of their portfolio Jenkintown, PA 21,19021.2k $155.5k $155.5k 0.00% Unchanged
65 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 20,30920.3k $149.1k $149.1k 0.01% New
66 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 20,00020.0k $146.8k $146.8k 0.00% New
67 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 19,86619.9k $145.8k $145.8k 0.00% Reduced -2.8k -2,806
68 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 19,77619.8k $145.2k $145.2k 0.00% Reduced -19.9k -19,906
69 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 17,78917.8k $130.6k $130.6k 0.01% Reduced -760 -760
70 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 16,40616.4k $120.4k $120.4k 0.00% Reduced -18.7k -18,733
71 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 15,60115.6k $114.5k $114.5k 0.00% Unchanged
72 INSIGNEO ADVISORY SERVICES, LLC 0.01% of their portfolio MIAMI, FL 15,10015.1k $110.8k $110.8k 0.01% Unchanged
73 Ignite Planners, LLC 0.02% of their portfolio SAN CLEMENTE, CA 14,29414.3k $107.2k $107.2k 0.02% Reduced -1.5k -1,535
74 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,10814.1k $104.0k $104.0k 0.00% Reduced -1.4k -1,377
75 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 13,90213.9k $102.0k $102.0k 0.00% New
76 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 13,75013.8k $100.9k $100.9k 0.00% New
77 Successful Portfolios LLC 0.06% of their portfolio CLEARWATER, FL 13,56513.6k $99.6k $99.6k 0.06% Reduced -25 -25
78 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 13,54013.5k $99.4k $99.4k 0.00% New
79 David J Yvars Group 0.06% of their portfolio UNIVERSITY PARK, FL 13,42413.4k $98.5k $98.5k 0.06% Added +1.1k +1,060
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,13213.1k $96.4k $96.4k 0.00% Unchanged
81 B. Riley Wealth Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 13,10813.1k $96.2k $96.2k 0.00% Reduced -3.1k -3,144
82 City State Bank 0.03% of their portfolio NORWALK, IA 12,91312.9k $94.8k $94.8k 0.03% Unchanged
83 LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio DALLAS, TX 12,89612.9k $94.7k $94.7k 0.00% Reduced -3.3k -3,298
84 Quantedge Capital Pte Ltd 0.09% of their portfolio Singapore, U0 12,72912.7k $93.4k $93.4k 0.09% Reduced -61.7k -61,700
85 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 12,71212.7k $93.3k $93.3k 0.00% Reduced -5.4k -5,369
86 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 12,03412.0k $88.3k $88.3k 0.00% New
87 BARRETT & COMPANY, INC. 0.03% of their portfolio PROVIDENCE, RI 11,49311.5k $84.4k $84.4k 0.03% Unchanged
88 4WEALTH ADVISORS, INC. 0.08% of their portfolio Burr Ridge, IL 11,02111.0k $80.9k $80.9k 0.08% Unchanged
89 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,00011.0k $80.7k $80.7k 0.00% Reduced -9.7k -9,722
90 PRECEDENT WEALTH PARTNERS, LLC 0.02% of their portfolio HOUSTON, TX 10,90010.9k $80.0k $80.0k 0.02% New
91 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 10,76710.8k $79.9k $79.9k 0.00% Unchanged
92 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,66210.7k $78.3k $78.3k 0.00% New
93 SUSQUEHANNA ADVISORS GROUP, INC. 0.00% of their portfolio BALA CYNWYD, PA 10,60010.6k $77.8k $77.8k 0.00% Unchanged
94 Plancorp, LLC 0.00% of their portfolio SAINT LOUIS, MO 10,00010.0k $73.4k $73.4k 0.00% Unchanged
95 CWM, LLC 0.00% of their portfolio OMAHA, NE 9,3399.3k $69.0k $69.0k 0.00% Added +271 +271
96 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,2658.3k $60.7k $60.7k 0.00% Reduced -5.5k -5,538
97 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,3557.4k $54.0k $54.0k 0.00% Added +289 +289
98 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 7,3007.3k $53.6k $53.6k 0.00% New
99 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 6,9907.0k $51.3k $51.3k 0.01% New
100 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 6,5586.6k $48.1k $48.1k 0.00% Reduced -2.3k -2,282