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