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, Q2 2021
Institutional positions in BlackRock Health Sciences Term Trust as of Jun 30, 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
- 69
- +4 vs. Q1 2021
- Shares held
- 18.4M
- +308.9K (+1.7%) vs. Q1 2021
- Total value
- $532.8M
- +$56.4M (+11.8%) vs. Q1 2021
- New holders
- 12
- 26 more added
- Sold out
- 8
- 16 more reduced
Compare with Q1 2021: 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 | $255.0M |
| Q1 2026 | 87 | $215.0M |
| Q4 2025 | 86 | $205.6M |
| Q3 2025 | 76 | $158.6M |
| Q2 2025 | 75 | $142.4M |
| Q1 2025 | 99 | $643.2M |
| Q4 2024 | 102 | $635.8M |
| Q3 2024 | 92 | $719.6M |
| Q2 2024 | 94 | $722.8M |
| Q1 2024 | 99 | $710.3M |
| Q4 2023 | 106 | $584.4M |
| Q3 2023 | 98 | $447.9M |
| Q2 2023 | 92 | $479.4M |
| Q1 2023 | 85 | $461.9M |
| Q4 2022 | 82 | $406.0M |
| Q3 2022 | 75 | $336.2M |
| 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 | $476.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | +2 | New |
| NEXT Financial Group, Inc | 5 | $0 | 0.00% | +5 | New |
| Wealth Quarterback LLC | 200 | $6.00K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 986 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,250 | $36.0K | 0.00% | +1,250 | New |
| The PNC Financial Services Group, Inc. | 1,300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,450 | $42.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,498 | $43.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,000 | $58.0K | 0.00% | +317+18.8% | Added |
| Glen Eagle Advisors, LLC | 2,056 | $59.5K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,097 | $60.6K | 0.00% | +32+1.5% | Added |
| FNY Investment Advisers, LLC | 2,500 | $72.0K | 0.03% | +2,500 | New |
| Blue Bell Private Wealth Management, LLC | 3,255 | $94.0K | 0.03% | −1,400−30.1% | Reduced |
| Simon Quick Advisors, LLC | 3,424 | $99.0K | 0.03% | +3,424 | New |
| Bessemer Group Inc | 3,630 | $105.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,750 | $108.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,400 | $127.0K | 0.08% | +2,900+193.3% | Added |
| Steward Partners Investment Advisory, LLC | 4,578 | $132.0K | 0.00% | −64,291−93.4% | Reduced |
| Two Sigma Securities, LLC | 7,967 | $230.0K | 0.06% | +7,967 | New |
| Integrated Advisors Network LLC | 8,000 | $231.0K | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 8,113 | $235.0K | 0.13% | +8,113 | New |
| Moors & Cabot, Inc. | 8,334 | $241.0K | 0.02% | −619−6.9% | Reduced |
| BlackRock Inc. | 10,000 | $289.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,225 | $296.0K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 11,150 | $322.0K | 0.02% | −248−2.2% | Reduced |
| Global Retirement Partners, LLC | 11,178 | $323.0K | 0.03% | +488+4.6% | Added |
| Pathstone Family Office, LLC | 11,877 | $343.0K | 0.01% | +182+1.6% | Added |
| HighTower Advisors, LLC | 12,398 | $358.0K | 0.00% | +12,398 | New |
| Evolution Wealth Advisors, LLC | 12,500 | $362.0K | 0.07% | 00.0% | Unchanged |
| Golden State Equity Partners | 12,500 | $362.0K | 0.14% | +12,500 | New |
| M Holdings Securities, Inc. | 13,730 | $397.0K | 0.04% | +4,240+44.7% | Added |
| Envestnet Asset Management Inc | 16,978 | $491.0K | 0.00% | +8,376+97.4% | Added |
| Advisor Group Holdings, Inc. | 18,077 | $524.0K | 0.00% | −593−3.2% | Reduced |
| Nepc LLC | 20,208 | $584.4K | 0.08% | +20,208 | New |
| Stockman Wealth Management, Inc. | 22,555 | $652.0K | 0.16% | +2,259+11.1% | Added |
| Ameriprise Financial Inc | 22,818 | $660.0K | 0.00% | −96,588−80.9% | Reduced |
| Tiedemann Advisors, LLC | 25,000 | $723.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 26,355 | $762.0K | 0.01% | +189+0.7% | Added |
| LPL Financial LLC | 26,380 | $763.0K | 0.00% | −5,821−18.1% | Reduced |
| Wolverine Asset Management LLC | 27,201 | $786.0K | 0.01% | −69,510−71.9% | Reduced |
| Wedbush Securities Inc | 27,850 | $805.0K | 0.04% | +4,000+16.8% | Added |
| Element Pointe Advisors, LLC | 29,000 | $826.0K | 0.25% | +29,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 33,722 | $975.0K | 0.41% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 36,394 | $1.05M | 0.01% | +3,325+10.1% | Added |
| Kavar Capital Partners Group, LLC | 39,750 | $1.15M | 0.28% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 42,639 | $1.23M | 0.84% | −2,717−6.0% | Reduced |
| Commonwealth Equity Services, LLC | 44,834 | $1.30M | 0.00% | +33,875+309.1% | Added |
| Cohen & Steers, Inc. | 50,994 | $1.48M | 0.00% | −25,367−33.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 52,546 | $1.52M | 0.11% | +401+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 58,881 | $1.70M | 0.00% | +7,446+14.5% | Added |
| First Trust Advisors LP | 77,412 | $2.24M | 0.00% | +1,859+2.5% | Added |
| Kestra Advisory Services, LLC | 77,471 | $2.24M | 0.03% | −6,932−8.2% | Reduced |
| Invesco Ltd. | 94,393 | $2.73M | 0.00% | +25,109+36.2% | Added |
| Matisse Capital | 107,000 | $3.09M | 0.98% | −18,000−14.4% | Reduced |
| Truist Financial Corp | 110,957 | $3.21M | 0.01% | −8,324−7.0% | Reduced |
| City of London Investment Management Co Ltd | 124,311 | $3.59M | 0.19% | +24,100+24.0% | Added |
| Private Advisor Group, LLC | 125,666 | $3.63M | 0.03% | +3,449+2.8% | Added |
| Epiq Partners, LLC | 170,350 | $4.93M | 2.47% | +1,100+0.6% | Added |
| Karpus Management, Inc. | 170,986 | $4.95M | 0.15% | −15,645−8.4% | Reduced |
| Rockefeller Capital Management L.P. | 183,306 | $5.30M | 0.03% | +85,185+86.8% | Added |
| Stifel Financial Corp | 197,614 | $5.71M | 0.01% | +17,892+10.0% | Added |
| Royal Bank of Canada | 197,743 | $5.72M | 0.00% | +62,117+45.8% | Added |
| 1607 Capital Partners, LLC | 337,533 | $9.76M | 0.47% | −86,392−20.4% | Reduced |
| Raymond James & Associates | 881,139 | $25.5M | 0.02% | +8,606+1.0% | Added |
| Wells Fargo & Company | 1,107,099 | $32.0M | 0.01% | +9,815+0.9% | Added |
| Bank of America Corp | 2,715,247 | $78.5M | 0.01% | −39,985−1.5% | Reduced |
| UBS Group AG | 4,729,323 | $136.8M | 0.06% | +637,344+15.6% | Added |
| Morgan Stanley | 6,218,886 | $179.8M | 0.02% | +429,750+7.4% | Added |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −459,157−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −103,900−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −74,691−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −25,250−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,202−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −23,346−100.0% | Sold out |
| Cahaba Wealth Management, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1−100.0% | Sold out |