BlackRock Health Sciences Term Trust
BMEZ- Exchange
- NYSE
- SEC CIK
- 0001785971
No open-market purchases or sales by BlackRock Health Sciences Term Trust insiders were filed in the last 90 days; 87 institutions reported holding it in 13F filings for Q2 2026, worth $256.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BlackRock Health Sciences Term Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 87
- +1 vs. Q1 2026
- Shares held
- 16.7M
- +1.67M (+11.1%) vs. Q1 2026
- Total value
- $256.5M
- +$41.6M (+19.3%) vs. Q1 2026
- New holders
- 13
- 33 more added
- Sold out
- 12
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMEZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 87 | $256.5M |
| Q1 2026 | 87 | $215.0M |
| Q4 2025 | 86 | $206.3M |
| Q3 2025 | 76 | $158.6M |
| Q2 2025 | 75 | $150.2M |
| Q1 2025 | 99 | $643.3M |
| Q4 2024 | 103 | $639.2M |
| Q3 2024 | 92 | $719.6M |
| Q2 2024 | 94 | $724.3M |
| Q1 2024 | 99 | $835.8M |
| Q4 2023 | 106 | $642.4M |
| Q3 2023 | 98 | $449.0M |
| Q2 2023 | 92 | $479.8M |
| Q1 2023 | 85 | $462.2M |
| Q4 2022 | 82 | $407.5M |
| Q3 2022 | 75 | $336.4M |
| Q2 2022 | 78 | $355.4M |
| Q1 2022 | 68 | $405.4M |
| Q4 2021 | 71 | $467.8M |
| Q3 2021 | 67 | $510.7M |
| Q2 2021 | 69 | $532.8M |
| Q1 2021 | 65 | $481.5M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,794,694 | $27.5M | 0.00% | −144,315−7.4% | Reduced |
| Bank of America Corp | 1,400,541 | $21.5M | 0.00% | +87,331+6.7% | Added |
| Saba Capital Management, L.P. | 1,348,202 | $20.7M | 0.63% | +588,696+77.5% | Added |
| Lazard Asset Management LLC | 1,332,867 | $20.5M | 0.03% | +711,263+114.4% | Added |
| Raymond James Financial Inc | 1,105,575 | $17.0M | 0.00% | +140,869+14.6% | Added |
| UBS Group AG | 1,064,856 | $16.3M | 0.00% | +55,844+5.5% | Added |
| Invesco Ltd. | 885,405 | $13.6M | 0.00% | −84,138−8.7% | Reduced |
| Rivernorth Capital Management, LLC | 873,816 | $13.4M | 0.64% | +64,620+8.0% | Added |
| Wells Fargo & Company | 780,232 | $12.0M | 0.00% | +1,445+0.2% | Added |
| Penserra Capital Management LLC | 516,073 | $7.92M | 0.06% | +19,651+4.0% | Added |
| Almitas Capital LLC | 507,095 | $7.78M | 1.87% | +700+0.1% | Added |
| City of London Investment Management Co Ltd | 503,273 | $7.73M | 0.46% | 00.0% | Unchanged |
| Atlas Wealth LLC | 499,696 | $7.67M | 1.09% | +499,696 | New |
| 1607 Capital Partners, LLC | 442,213 | $6.79M | 0.59% | −72,260−14.0% | Reduced |
| Z3 Capital Partners, LLC | 393,512 | $6.04M | 1.27% | +27,142+7.4% | Added |
| Royal Bank of Canada | 341,103 | $5.24M | 0.00% | −12,502−3.5% | Reduced |
| Sit Investment Associates Inc | 271,270 | $4.16M | 0.08% | +271,270 | New |
| Stifel Financial Corp | 224,529 | $3.45M | 0.00% | −26,119−10.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 177,065 | $2.72M | 0.34% | +19,175+12.1% | Added |
| LPL Financial LLC | 171,681 | $2.64M | 0.00% | −24,359−12.4% | Reduced |
| Advisor Group Holdings, Inc. | 145,680 | $2.24M | 0.00% | +8,476+6.2% | Added |
| Karpus Management, Inc. | 117,615 | $1.81M | 0.05% | −60−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 114,378 | $1.76M | 0.00% | −12,919−10.1% | Reduced |
| RFG Advisory, LLC | 8,068 | $1.57M | 0.02% | −17,132−68.0% | Reduced |
| Oppenheimer & Co Inc | 100,113 | $1.54M | 0.02% | +911+0.9% | Added |
| Evolve Private Wealth, LLC | 93,692 | $1.44M | 0.09% | +11,387+13.8% | Added |
| TrueMark Investments, LLC | 88,556 | $1.36M | 0.17% | +29,360+49.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 85,761 | $1.34M | 0.01% | −1,495−1.7% | Reduced |
| Apollon Wealth Management, LLC | 70,019 | $1.07M | 0.01% | +9,822+16.3% | Added |
| Summit Financial, LLC | 69,375 | $1.06M | 0.01% | +6,221+9.9% | Added |
| Indivisible Partners | 65,667 | $1.01M | 0.06% | −6,839−9.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 57,026 | $875.4K | 0.20% | +4,108+7.8% | Added |
| Calamos Advisors LLC | 55,243 | $848.0K | 0.00% | +3,684+7.1% | Added |
| Quantinno Capital Management LP | 54,746 | $840.4K | 0.00% | +54,746 | New |
| Susquehanna International Group, LLP | 49,515 | $760.1K | 0.00% | −35,272−41.6% | Reduced |
| Maridea Wealth Management LLC | 47,049 | $722.2K | 0.08% | +3,915+9.1% | Added |
| Kestra Advisory Services, LLC | 42,765 | $656.4K | 0.00% | −19,481−31.3% | Reduced |
| Quantedge Capital Pte Ltd | 40,654 | $624.0K | 0.47% | −95,200−70.1% | Reduced |
| NWF Advisory Services Inc. | 40,473 | $621.3K | 0.06% | +40.0% | Added |
| Adalta Capital Management LLC | 37,080 | $569.2K | 0.25% | +37,080 | New |
| XTX Topco Ltd | 35,424 | $543.8K | 0.01% | +12,422+54.0% | Added |
| Private Advisor Group, LLC | 31,962 | $490.6K | 0.00% | +2,676+9.1% | Added |
| CI Private Wealth, LLC | 30,442 | $467.3K | 0.00% | +30,442 | New |
| PMG Family Office LLC | 30,344 | $465.8K | 0.43% | +2,117+7.5% | Added |
| Jane Street Group, LLC | 29,775 | $457.0K | 0.00% | +29,775 | New |
| CSS LLC | 28,796 | $442.0K | 0.02% | −12,182−29.7% | Reduced |
| Millennium Management LLC | 27,883 | $428.0K | 0.00% | −37,328−57.2% | Reduced |
| Ameriprise Financial Inc | 27,544 | $422.8K | 0.00% | +2,546+10.2% | Added |
| Chapin Davis, Inc. | 26,454 | $406.1K | 0.07% | +400+1.5% | Added |
| Janney Montgomery Scott LLC | 26,269 | $403.0K | 0.00% | −1,866−6.6% | Reduced |
| SeaCrest Wealth Management, LLC | 23,447 | $359.9K | 0.04% | −3,176−11.9% | Reduced |
| Live Oak Private Wealth LLC | 22,450 | $344.6K | 0.04% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 20,544 | $315.3K | 0.10% | +90.0% | Added |
| Davenport & Co LLC | 19,480 | $299.0K | 0.00% | +3,700+23.4% | Added |
| Citadel Advisors LLC | 15,445 | $237.1K | 0.00% | +15,445 | New |
| National Asset Management, Inc. | 15,105 | $231.6K | 0.01% | +102+0.7% | Added |
| Insigneo Advisory Services, LLC | 14,988 | $230.1K | 0.01% | −2,418−13.9% | Reduced |
| Kavar Capital Partners Group, LLC | 14,250 | $218.7K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 14,240 | $218.6K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,166 | $217.4K | 0.00% | −2,078−12.8% | Reduced |
| Kathmere Capital Management, LLC | 13,723 | $210.6K | 0.01% | +1,023+8.1% | Added |
| Cetera Investment Advisers | 11,995 | $184.1K | 0.00% | +11,995 | New |
| Stablepoint Partners, LLC | 11,262 | $172.9K | 0.02% | −776−6.4% | Reduced |
| Independent Financial Group, LLC | 10,905 | $167.4K | 0.00% | +10,905 | New |
| Csenge Advisory Group | 10,656 | $163.6K | 0.01% | +576+5.7% | Added |
| Kingswood Wealth Advisors, LLC | 10,516 | $161.4K | 0.01% | −1,118−9.6% | Reduced |
| Spirepoint Private Client, LLC | 10,436 | $160.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,920 | $152.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,666 | $102.3K | 0.00% | +81+1.2% | Added |
| Harbour Investments, Inc. | 6,295 | $96.6K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 5,000 | $76.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 44,806 | $44.8K | 0.01% | +44,806 | New |
| Estabrook Capital Management | 2,855 | $43.8K | 0.01% | +63+2.3% | Added |
| Bokf, NA | 2,500 | $38.4K | 0.00% | +2,500 | New |
| The PNC Financial Services Group, Inc. | 2,420 | $37.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,250 | $34.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,220 | $34.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,000 | $30.7K | 0.01% | +2,000 | New |
| CoreCap Advisors, LLC | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $9.21K | 0.00% | −5,000−89.3% | Reduced |
| Ancora Advisors, LLC | 600 | $9.21K | 0.00% | −76−11.2% | Reduced |
| Farther Finance Advisors, LLC | 545 | $8.37K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 450 | $6.91K | 0.00% | +450 | New |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.61K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $721 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −379,615−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −46,212−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −41,330−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −19,024−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −16,973−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −16,948−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,236−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −11,915−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |