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, Q3 2021
Institutional positions in BlackRock Health Sciences Term Trust as of Sep 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
- 67
- −1 vs. Q2 2021
- Shares held
- 18.9M
- +515.7K (+2.8%) vs. Q2 2021
- Total value
- $510.7M
- −$21.8M (−4.1%) vs. Q2 2021
- New holders
- 12
- 26 more added
- Sold out
- 13
- 15 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,370,043 | $171.9M | 0.02% | +151,157+2.4% | Added |
| UBS Group AG | 5,017,287 | $135.4M | 0.06% | +287,964+6.1% | Added |
| Bank of America Corp | 2,758,936 | $74.4M | 0.01% | +43,689+1.6% | Added |
| Wells Fargo & Company | 1,169,164 | $31.5M | 0.01% | +62,065+5.6% | Added |
| Raymond James & Associates | 873,626 | $23.6M | 0.02% | −7,513−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 244,561 | $6.60M | 0.03% | +61,255+33.4% | Added |
| Private Advisor Group, LLC | 237,870 | $6.42M | 0.04% | +112,204+89.3% | Added |
| 1607 Capital Partners, LLC | 223,667 | $6.04M | 0.30% | −113,866−33.7% | Reduced |
| Royal Bank of Canada | 218,768 | $5.90M | 0.00% | +21,025+10.6% | Added |
| Stifel Financial Corp | 218,420 | $5.89M | 0.01% | +20,806+10.5% | Added |
| Epiq Partners, LLC | 159,350 | $4.30M | 1.98% | −11,000−6.5% | Reduced |
| Rivernorth Capital Management, LLC | 116,854 | $3.15M | 0.17% | +116,854 | New |
| Truist Financial Corp | 111,991 | $3.02M | 0.00% | +1,034+0.9% | Added |
| City of London Investment Management Co Ltd | 100,933 | $2.72M | 0.16% | −23,378−18.8% | Reduced |
| Invesco Ltd. | 90,916 | $2.45M | 0.00% | −3,477−3.7% | Reduced |
| First Trust Advisors LP | 78,488 | $2.12M | 0.00% | +1,076+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 76,622 | $2.07M | 0.00% | +17,741+30.1% | Added |
| Kestra Advisory Services, LLC | 68,759 | $1.85M | 0.02% | −8,712−11.2% | Reduced |
| Wolverine Asset Management LLC | 65,557 | $1.77M | 0.02% | +38,356+141.0% | Added |
| Cohen & Steers, Inc. | 50,994 | $1.38M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 48,334 | $1.30M | 0.00% | +3,500+7.8% | Added |
| Vestmark Advisory Solutions, Inc. | 47,813 | $1.29M | 0.09% | −4,733−9.0% | Reduced |
| Advisors Asset Management, Inc. | 41,988 | $1.13M | 0.02% | +41,988 | New |
| Kavar Capital Partners Group, LLC | 39,750 | $1.07M | 0.24% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 37,929 | $1.02M | 0.01% | +1,535+4.2% | Added |
| Karpus Management, Inc. | 32,831 | $886.0K | 0.03% | −138,155−80.8% | Reduced |
| LPL Financial LLC | 30,333 | $818.0K | 0.00% | +3,953+15.0% | Added |
| Element Pointe Advisors, LLC | 29,000 | $782.0K | 0.26% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 28,364 | $765.0K | 0.00% | +5,546+24.3% | Added |
| Wedbush Securities Inc | 26,800 | $723.0K | 0.03% | −1,050−3.8% | Reduced |
| Oppenheimer & Co Inc | 26,536 | $716.0K | 0.01% | +181+0.7% | Added |
| Advisor Group Holdings, Inc. | 25,745 | $697.0K | 0.00% | +7,668+42.4% | Added |
| Stockman Wealth Management, Inc. | 22,155 | $598.0K | 0.13% | −400−1.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 21,456 | $579.0K | 0.22% | +21,456 | New |
| HighTower Advisors, LLC | 14,278 | $385.0K | 0.00% | +1,880+15.2% | Added |
| Envestnet Asset Management Inc | 12,970 | $350.0K | 0.00% | −4,008−23.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 12,648 | $341.0K | 0.15% | −21,074−62.5% | Reduced |
| Evolution Wealth Advisors, LLC | 12,500 | $337.0K | 0.07% | 00.0% | Unchanged |
| Golden State Equity Partners | 12,500 | $337.0K | 0.14% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,065 | $326.0K | 0.01% | +188+1.6% | Added |
| Camden Capital, LLC | 11,775 | $318.0K | 0.06% | +11,775 | New |
| Global Retirement Partners, LLC | 11,695 | $316.0K | 0.03% | +517+4.6% | Added |
| BlackRock Inc. | 10,000 | $270.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 9,947 | $268.0K | 0.02% | −1,203−10.8% | Reduced |
| Icon Wealth Partners, LLC | 9,730 | $263.0K | 0.03% | +9,730 | New |
| Tranquility Partners, LLC | 9,030 | $244.0K | 0.12% | +917+11.3% | Added |
| Moors & Cabot, Inc. | 8,897 | $240.0K | 0.02% | +563+6.8% | Added |
| B. Riley Wealth Management, Inc. | 8,659 | $234.0K | 0.02% | +8,659 | New |
| Prospera Financial Services Inc | 8,458 | $228.0K | 0.01% | +8,458 | New |
| Gladstone Institutional Advisory LLC | 8,275 | $223.0K | 0.02% | +8,275 | New |
| SWS Partners | 7,500 | $202.0K | 0.13% | +7,500 | New |
| Steward Partners Investment Advisory, LLC | 5,584 | $151.0K | 0.00% | +1,006+22.0% | Added |
| Northwestern Mutual Wealth Management Co | 5,000 | $135.0K | 0.00% | +3,000+150.0% | Added |
| Fifth Third Bancorp | 3,750 | $101.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,424 | $92.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,167 | $85.0K | 0.02% | −88−2.7% | Reduced |
| Whittier Trust Co | 2,146 | $58.0K | 0.00% | +2,146 | New |
| American Portfolios Advisors | 2,119 | $57.2K | 0.00% | +22+1.0% | Added |
| Glen Eagle Advisors, LLC | 2,056 | $55.5K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,498 | $40.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,250 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,250 | $34.0K | 0.00% | +1,250 | New |
| Howe & Rusling Inc | 986 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $13.0K | 0.01% | +500 | New |
| Nepc LLC | 101 | $2.73K | 0.00% | −20,107−99.5% | Reduced |
| Matisse Capital | 0 | $0 | 0.00% | −107,000−100.0% | Sold out |
| Tru Independence Asset Management 2, LLC | 0 | $0 | 0.00% | −42,639−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,225−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,967−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| M Holdings Securities, Inc. | – | – | – | – | Not filed |