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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 $255.0M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in BlackRock Health Sciences Term Trust as of Mar 31, 2021. 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
65
No complete 13F data for Q4 2020
Shares held
18.1M
No complete 13F data for Q4 2020
Total value
$476.4M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 65 institutions
Q1 2021: 65 institutionsQ2 2021: 69 institutionsQ3 2021: 67 institutionsQ4 2021: 71 institutionsQ1 2022: 68 institutionsQ2 2022: 78 institutionsQ3 2022: 75 institutionsQ4 2022: 82 institutionsQ1 2023: 85 institutionsQ2 2023: 92 institutionsQ3 2023: 98 institutionsQ4 2023: 106 institutionsQ1 2024: 99 institutionsQ2 2024: 94 institutionsQ3 2024: 92 institutionsQ4 2024: 102 institutionsQ1 2025: 99 institutionsQ2 2025: 75 institutionsQ3 2025: 76 institutionsQ4 2025: 86 institutionsQ1 2026: 87 institutionsQ2 2026: 87 institutions
Value heldQ1 2021: $476.4M
Q1 2021: $476.4MQ2 2021: $532.8MQ3 2021: $510.7MQ4 2021: $467.8MQ1 2022: $405.4MQ2 2022: $355.4MQ3 2022: $336.2MQ4 2022: $406.0MQ1 2023: $461.9MQ2 2023: $479.4MQ3 2023: $447.9MQ4 2023: $584.4MQ1 2024: $710.3MQ2 2024: $722.8MQ3 2024: $719.6MQ4 2024: $635.8MQ1 2025: $643.2MQ2 2025: $142.4MQ3 2025: $158.6MQ4 2025: $205.6MQ1 2026: $215.0MQ2 2026: $255.0M
Institutions holding BMEZ and their total value by quarter
QuarterHoldersValue
Q2 202687$255.0M
Q1 202687$215.0M
Q4 202586$205.6M
Q3 202576$158.6M
Q2 202575$142.4M
Q1 202599$643.2M
Q4 2024102$635.8M
Q3 202492$719.6M
Q2 202494$722.8M
Q1 202499$710.3M
Q4 2023106$584.4M
Q3 202398$447.9M
Q2 202392$479.4M
Q1 202385$461.9M
Q4 202282$406.0M
Q3 202275$336.2M
Q2 202278$355.4M
Q1 202268$405.4M
Q4 202171$467.8M
Q3 202167$510.7M
Q2 202169$532.8M
Q1 202165$476.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BMEZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley5,789,136$152.3M0.02%––
UBS Group AG4,091,979$107.6M0.05%––
Bank of America Corp2,755,232$72.5M0.01%––
Wells Fargo & Company1,097,284$28.9M0.01%––
Raymond James & Associates872,533$22.9M0.02%––
Cornerstone Advisors, LLC459,157$12.1M1.06%––
1607 Capital Partners, LLC423,925$11.1M0.54%––
Karpus Management, Inc.186,631$4.91M0.15%––
Stifel Financial Corp179,722$4.73M0.01%––
Epiq Partners, LLC169,250$4.45M2.55%––
Royal Bank of Canada135,626$3.57M0.00%––
Matisse Capital125,000$3.29M0.95%––
Private Advisor Group, LLC122,217$3.21M0.03%––
Truist Financial Corp119,281$3.14M0.01%––
Ameriprise Financial Inc119,406$3.13M0.00%––
Clough Capital Partners L P103,900$2.73M0.18%––
City of London Investment Management Co Ltd100,211$2.63M0.15%––
Rockefeller Capital Management L.P.98,121$2.58M0.02%––
Wolverine Asset Management LLC96,711$2.54M0.03%––
Kestra Advisory Services, LLC84,403$2.22M0.03%––
Cohen & Steers, Inc.76,361$2.01M0.00%––
First Trust Advisors LP75,553$1.99M0.00%––
Rivernorth Capital Management, LLC74,691$1.96M0.12%––
Invesco Ltd.69,284$1.82M0.00%––
Steward Partners Investment Advisory, LLC68,869$1.81M0.03%––
Vestmark Advisory Solutions, Inc.52,145$1.37M0.12%––
Raymond James Financial Services Advisors, Inc.51,435$1.35M0.00%––
Tru Independence Asset Management 2, LLC45,356$1.19M0.94%––
Kavar Capital Partners Group, LLC39,750$1.04M0.28%––
Thomas J. Herzfeld Advisors, Inc.33,722$887.0K0.40%––
Cambridge Investment Research Advisors, Inc.33,069$870.0K0.00%––
LPL Financial LLC32,201$847.0K0.00%––
Oppenheimer & Co Inc26,166$688.0K0.01%––
Creative Planning25,250$664.0K0.00%––
Tiedemann Advisors, LLC25,000$658.0K0.03%––
Qube Research & Technologies Ltd24,202$637.0K0.01%––
Wedbush Securities Inc23,850$627.0K0.03%––
Advisors Asset Management, Inc.23,346$614.0K0.01%––
Stockman Wealth Management, Inc.20,296$534.0K0.15%––
Advisor Group Holdings, Inc.18,670$491.0K0.00%––
Evolution Wealth Advisors, LLC12,500$329.0K0.07%––
Pathstone Family Office, LLC11,695$308.0K0.01%––
Change Path, LLC11,398$300.0K0.02%––
Commonwealth Equity Services, LLC10,959$288.0K0.00%––
Global Retirement Partners, LLC10,690$281.0K0.03%––
Stratos Wealth Partners, LTD.10,225$269.0K0.01%––
BlackRock Inc.10,000$263.0K0.00%––
Cahaba Wealth Management, Inc.10,000$263.0K0.04%––
M Holdings Securities, Inc.9,490$250.0K0.02%––
Moors & Cabot, Inc.8,953$237.0K0.02%––
Envestnet Asset Management Inc8,602$226.0K0.00%––
Integrated Advisors Network LLC8,000$210.0K0.02%––
Blue Bell Private Wealth Management, LLC4,655$122.0K0.04%––
Fifth Third Bancorp3,750$99.0K0.00%––
Bessemer Group Inc3,630$95.0K0.00%––
American Portfolios Advisors2,065$54.3K0.00%––
Glen Eagle Advisors, LLC2,056$54.1K0.02%––
Northwestern Mutual Wealth Management Co1,683$44.0K0.00%––
FourThought Financial, LLC1,498$39.0K0.01%––
Newbridge Financial Services Group, Inc.1,500$39.0K0.03%––
Citigroup Inc1,450$38.0K0.00%––
The PNC Financial Services Group, Inc.1,300$34.0K0.00%––
Howe & Rusling Inc986$26.0K0.00%––
Harbour Investments, Inc.500$13.0K0.00%––
Bank of Montreal1$00.00%––