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, Q4 2021
Institutional positions in BlackRock Health Sciences Term Trust as of Dec 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
- 71
- +4 vs. Q3 2021
- Shares held
- 18.4M
- −482.1K (−2.5%) vs. Q3 2021
- Total value
- $467.8M
- −$42.9M (−8.4%) vs. Q3 2021
- New holders
- 18
- 23 more added
- Sold out
- 14
- 18 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,527,110 | $165.5M | 0.02% | +157,067+2.5% | Added |
| UBS Group AG | 4,068,605 | $103.2M | 0.04% | −948,682−18.9% | Reduced |
| Bank of America Corp | 2,910,769 | $73.8M | 0.01% | +151,833+5.5% | Added |
| Wells Fargo & Company | 1,274,547 | $32.3M | 0.01% | +105,383+9.0% | Added |
| Raymond James & Associates | 809,205 | $20.5M | 0.02% | −64,421−7.4% | Reduced |
| Stifel Financial Corp | 258,807 | $6.56M | 0.01% | +40,387+18.5% | Added |
| Rockefeller Capital Management L.P. | 243,254 | $6.17M | 0.03% | −1,307−0.5% | Reduced |
| 1607 Capital Partners, LLC | 237,077 | $6.01M | 0.32% | +13,410+6.0% | Added |
| Royal Bank of Canada | 217,383 | $5.51M | 0.00% | −1,385−0.6% | Reduced |
| Epiq Partners, LLC | 159,631 | $4.05M | 2.16% | +281+0.2% | Added |
| City of London Investment Management Co Ltd | 149,972 | $3.79M | 0.21% | +49,039+48.6% | Added |
| Fiduciary Trust Co | 142,750 | $3.62M | 0.06% | +142,750 | New |
| Private Advisor Group, LLC | 134,019 | $3.40M | 0.03% | −103,851−43.7% | Reduced |
| Truist Financial Corp | 114,953 | $2.92M | 0.00% | +2,962+2.6% | Added |
| Invesco Ltd. | 100,168 | $2.54M | 0.00% | +9,252+10.2% | Added |
| Landscape Capital Management, L.L.C. | 83,354 | $2.11M | 0.30% | +83,354 | New |
| First Trust Advisors LP | 80,020 | $2.03M | 0.00% | +1,532+2.0% | Added |
| Vestmark Advisory Solutions, Inc. | 61,453 | $1.56M | 0.09% | +13,640+28.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,717 | $1.51M | 0.00% | −16,905−22.1% | Reduced |
| Weiss Asset Management LP | 56,859 | $1.44M | 0.03% | +56,859 | New |
| Commonwealth Equity Services, LLC | 51,808 | $1.31M | 0.00% | +3,474+7.2% | Added |
| Advisors Asset Management, Inc. | 49,498 | $1.26M | 0.02% | +7,510+17.9% | Added |
| Ameriprise Financial Inc | 48,885 | $1.24M | 0.00% | +20,521+72.3% | Added |
| Kestra Advisory Services, LLC | 47,701 | $1.21M | 0.01% | −21,058−30.6% | Reduced |
| Nova R Wealth, Inc. | 40,775 | $1.03M | 0.84% | +40,775 | New |
| Kavar Capital Partners Group, LLC | 39,750 | $1.01M | 0.21% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 34,850 | $884.0K | 0.01% | +34,850 | New |
| Rivernorth Capital Management, LLC | 33,531 | $850.0K | 0.03% | −83,323−71.3% | Reduced |
| Oppenheimer & Co Inc | 33,124 | $840.0K | 0.01% | +6,588+24.8% | Added |
| LPL Financial LLC | 29,930 | $759.0K | 0.00% | −403−1.3% | Reduced |
| Element Pointe Advisors, LLC | 29,833 | $757.0K | 0.23% | +833+2.9% | Added |
| Advisor Group Holdings, Inc. | 24,397 | $621.0K | 0.00% | −1,348−5.2% | Reduced |
| Wedbush Securities Inc | 21,316 | $541.0K | 0.02% | −5,484−20.5% | Reduced |
| Autumn Glory Partners, LLC | 21,000 | $533.0K | 0.22% | +21,000 | New |
| Stockman Wealth Management, Inc. | 19,705 | $500.0K | 0.10% | −2,450−11.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,073 | $433.0K | 0.00% | −20,856−55.0% | Reduced |
| Stratos Wealth Partners, LTD. | 15,225 | $386.0K | 0.01% | +15,225 | New |
| Karpus Management, Inc. | 15,092 | $383.0K | 0.01% | −17,739−54.0% | Reduced |
| Quantedge Capital Pte Ltd | 12,700 | $322.0K | 0.14% | +12,700 | New |
| Envestnet Asset Management Inc | 12,657 | $321.0K | 0.00% | −313−2.4% | Reduced |
| Evolution Wealth Advisors, LLC | 12,500 | $317.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,303 | $312.0K | 0.01% | +238+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 10,038 | $255.0K | 0.00% | +4,454+79.8% | Added |
| Cohen & Steers, Inc. | 10,000 | $254.0K | 0.00% | −40,994−80.4% | Reduced |
| BlackRock Inc. | 10,000 | $254.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,909 | $251.0K | 0.02% | +1,012+11.4% | Added |
| Cresset Asset Management, LLC | 9,900 | $251.0K | 0.00% | +9,900 | New |
| Icon Wealth Partners, LLC | 9,837 | $249.0K | 0.02% | +107+1.1% | Added |
| Claro Advisors LLC | 8,725 | $221.0K | 0.08% | +8,725 | New |
| Millennium Management LLC | 8,400 | $213.0K | 0.00% | +8,400 | New |
| Gladstone Institutional Advisory LLC | 8,075 | $205.0K | 0.02% | −200−2.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,821 | $147.6K | 0.07% | +5,821 | New |
| Northwestern Mutual Wealth Management Co | 5,000 | $127.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,455 | $113.0K | 0.03% | +1,288+40.7% | Added |
| Private Capital Group, LLC | 4,382 | $111.0K | 0.02% | +4,382 | New |
| Ellis Investment Partners, LLC | 4,061 | $103.0K | 0.02% | +4,061 | New |
| Fifth Third Bancorp | 3,750 | $95.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,220 | $82.0K | 0.00% | +1,920+147.7% | Added |
| Simon Quick Advisors, LLC | 2,369 | $60.0K | 0.02% | −1,055−30.8% | Reduced |
| American Portfolios Advisors | 2,167 | $55.0K | 0.00% | +48+2.3% | Added |
| Whittier Trust Co | 2,146 | $54.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,056 | $52.1K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,743 | $44.0K | 0.01% | +1,743 | New |
| FourThought Financial, LLC | 1,498 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 986 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 700 | $18.0K | 0.00% | +700 | New |
| Rosenberg Matthew Hamilton | 100 | $3.00K | 0.00% | +100 | New |
| Nepc LLC | 101 | $2.56K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 65 | $2.00K | 0.00% | +65 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −65,557−100.0% | Sold out |
| Relyea Zuckerberg Hanson LLC | 0 | $0 | 0.00% | −21,456−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −14,278−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −12,648−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −11,775−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −11,695−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −9,947−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −9,030−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −8,659−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −8,458−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |