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 |
|---|---|---|---|---|---|
| Nepc LLC | 101 | $2.73K | 0.00% | −20,107−99.5% | Reduced |
| Harbour Investments, Inc. | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $13.0K | 0.01% | +500 | New |
| Howe & Rusling Inc | 986 | $27.0K | 0.00% | 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 |
| FourThought Financial, LLC | 1,498 | $40.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,056 | $55.5K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,119 | $57.2K | 0.00% | +22+1.0% | Added |
| Whittier Trust Co | 2,146 | $58.0K | 0.00% | +2,146 | New |
| Blue Bell Private Wealth Management, LLC | 3,167 | $85.0K | 0.02% | −88−2.7% | Reduced |
| Simon Quick Advisors, LLC | 3,424 | $92.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,750 | $101.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,000 | $135.0K | 0.00% | +3,000+150.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,584 | $151.0K | 0.00% | +1,006+22.0% | Added |
| SWS Partners | 7,500 | $202.0K | 0.13% | +7,500 | New |
| Gladstone Institutional Advisory LLC | 8,275 | $223.0K | 0.02% | +8,275 | New |
| Prospera Financial Services Inc | 8,458 | $228.0K | 0.01% | +8,458 | New |
| B. Riley Wealth Management, Inc. | 8,659 | $234.0K | 0.02% | +8,659 | New |
| Moors & Cabot, Inc. | 8,897 | $240.0K | 0.02% | +563+6.8% | Added |
| Tranquility Partners, LLC | 9,030 | $244.0K | 0.12% | +917+11.3% | Added |
| Icon Wealth Partners, LLC | 9,730 | $263.0K | 0.03% | +9,730 | New |
| Change Path, LLC | 9,947 | $268.0K | 0.02% | −1,203−10.8% | Reduced |
| BlackRock Inc. | 10,000 | $270.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11,695 | $316.0K | 0.03% | +517+4.6% | Added |
| Camden Capital, LLC | 11,775 | $318.0K | 0.06% | +11,775 | New |
| Pathstone Family Office, LLC | 12,065 | $326.0K | 0.01% | +188+1.6% | Added |
| 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 |
| Thomas J. Herzfeld Advisors, Inc. | 12,648 | $341.0K | 0.15% | −21,074−62.5% | Reduced |
| Envestnet Asset Management Inc | 12,970 | $350.0K | 0.00% | −4,008−23.6% | Reduced |
| HighTower Advisors, LLC | 14,278 | $385.0K | 0.00% | +1,880+15.2% | Added |
| Relyea Zuckerberg Hanson LLC | 21,456 | $579.0K | 0.22% | +21,456 | New |
| Stockman Wealth Management, Inc. | 22,155 | $598.0K | 0.13% | −400−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 25,745 | $697.0K | 0.00% | +7,668+42.4% | Added |
| Oppenheimer & Co Inc | 26,536 | $716.0K | 0.01% | +181+0.7% | Added |
| Wedbush Securities Inc | 26,800 | $723.0K | 0.03% | −1,050−3.8% | Reduced |
| Ameriprise Financial Inc | 28,364 | $765.0K | 0.00% | +5,546+24.3% | Added |
| Element Pointe Advisors, LLC | 29,000 | $782.0K | 0.26% | 00.0% | Unchanged |
| LPL Financial LLC | 30,333 | $818.0K | 0.00% | +3,953+15.0% | Added |
| Karpus Management, Inc. | 32,831 | $886.0K | 0.03% | −138,155−80.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,929 | $1.02M | 0.01% | +1,535+4.2% | Added |
| Kavar Capital Partners Group, LLC | 39,750 | $1.07M | 0.24% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 41,988 | $1.13M | 0.02% | +41,988 | New |
| Vestmark Advisory Solutions, Inc. | 47,813 | $1.29M | 0.09% | −4,733−9.0% | Reduced |
| Commonwealth Equity Services, LLC | 48,334 | $1.30M | 0.00% | +3,500+7.8% | Added |
| Cohen & Steers, Inc. | 50,994 | $1.38M | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 65,557 | $1.77M | 0.02% | +38,356+141.0% | Added |
| Kestra Advisory Services, LLC | 68,759 | $1.85M | 0.02% | −8,712−11.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 76,622 | $2.07M | 0.00% | +17,741+30.1% | Added |
| First Trust Advisors LP | 78,488 | $2.12M | 0.00% | +1,076+1.4% | Added |
| Invesco Ltd. | 90,916 | $2.45M | 0.00% | −3,477−3.7% | Reduced |
| City of London Investment Management Co Ltd | 100,933 | $2.72M | 0.16% | −23,378−18.8% | Reduced |
| Truist Financial Corp | 111,991 | $3.02M | 0.00% | +1,034+0.9% | Added |
| Rivernorth Capital Management, LLC | 116,854 | $3.15M | 0.17% | +116,854 | New |
| Epiq Partners, LLC | 159,350 | $4.30M | 1.98% | −11,000−6.5% | Reduced |
| Stifel Financial Corp | 218,420 | $5.89M | 0.01% | +20,806+10.5% | Added |
| Royal Bank of Canada | 218,768 | $5.90M | 0.00% | +21,025+10.6% | Added |
| 1607 Capital Partners, LLC | 223,667 | $6.04M | 0.30% | −113,866−33.7% | Reduced |
| Private Advisor Group, LLC | 237,870 | $6.42M | 0.04% | +112,204+89.3% | Added |
| Rockefeller Capital Management L.P. | 244,561 | $6.60M | 0.03% | +61,255+33.4% | Added |
| Raymond James & Associates | 873,626 | $23.6M | 0.02% | −7,513−0.9% | Reduced |
| Wells Fargo & Company | 1,169,164 | $31.5M | 0.01% | +62,065+5.6% | Added |
| Bank of America Corp | 2,758,936 | $74.4M | 0.01% | +43,689+1.6% | Added |
| UBS Group AG | 5,017,287 | $135.4M | 0.06% | +287,964+6.1% | Added |
| Morgan Stanley | 6,370,043 | $171.9M | 0.02% | +151,157+2.4% | Added |
| 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 |