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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, 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.

Institutional holdersQ4 2021: 71 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 heldQ4 2021: $467.8M
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, Q4 2021

Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q3 2021.

Institutions holding BMEZ in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Key Financial Inc65$2.00K0.00%+65New
Nepc LLC101$2.56K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton100$3.00K0.00%+100New
Sandy Spring Bank700$18.0K0.00%+700New
Howe & Rusling Inc986$25.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.1,250$32.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC1,250$32.0K0.00%00.0%Unchanged
FourThought Financial, LLC1,498$38.0K0.00%00.0%Unchanged
Signet Financial Management, LLC1,743$44.0K0.01%+1,743New
Glen Eagle Advisors, LLC2,056$52.1K0.01%00.0%Unchanged
Whittier Trust Co2,146$54.0K0.00%00.0%Unchanged
American Portfolios Advisors2,167$55.0K0.00%+48+2.3%Added
Simon Quick Advisors, LLC2,369$60.0K0.02%−1,055−30.8%Reduced
The PNC Financial Services Group, Inc.3,220$82.0K0.00%+1,920+147.7%Added
Fifth Third Bancorp3,750$95.0K0.00%00.0%Unchanged
Ellis Investment Partners, LLC4,061$103.0K0.02%+4,061New
Private Capital Group, LLC4,382$111.0K0.02%+4,382New
Blue Bell Private Wealth Management, LLC4,455$113.0K0.03%+1,288+40.7%Added
Northwestern Mutual Wealth Management Co5,000$127.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.5,821$147.6K0.07%+5,821New
Gladstone Institutional Advisory LLC8,075$205.0K0.02%−200−2.4%Reduced
Millennium Management LLC8,400$213.0K0.00%+8,400New
Claro Advisors LLC8,725$221.0K0.08%+8,725New
Icon Wealth Partners, LLC9,837$249.0K0.02%+107+1.1%Added
Moors & Cabot, Inc.9,909$251.0K0.02%+1,012+11.4%Added
Cresset Asset Management, LLC9,900$251.0K0.00%+9,900New
Cohen & Steers, Inc.10,000$254.0K0.00%−40,994−80.4%Reduced
BlackRock Inc.10,000$254.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC10,038$255.0K0.00%+4,454+79.8%Added
Pathstone Family Office, LLC12,303$312.0K0.01%+238+2.0%Added
Evolution Wealth Advisors, LLC12,500$317.0K0.06%00.0%Unchanged
Envestnet Asset Management Inc12,657$321.0K0.00%−313−2.4%Reduced
Quantedge Capital Pte Ltd12,700$322.0K0.14%+12,700New
Karpus Management, Inc.15,092$383.0K0.01%−17,739−54.0%Reduced
Stratos Wealth Partners, LTD.15,225$386.0K0.01%+15,225New
Cambridge Investment Research Advisors, Inc.17,073$433.0K0.00%−20,856−55.0%Reduced
Stockman Wealth Management, Inc.19,705$500.0K0.10%−2,450−11.1%Reduced
Autumn Glory Partners, LLC21,000$533.0K0.22%+21,000New
Wedbush Securities Inc21,316$541.0K0.02%−5,484−20.5%Reduced
Advisor Group Holdings, Inc.24,397$621.0K0.00%−1,348−5.2%Reduced
Element Pointe Advisors, LLC29,833$757.0K0.23%+833+2.9%Added
LPL Financial LLC29,930$759.0K0.00%−403−1.3%Reduced
Oppenheimer & Co Inc33,124$840.0K0.01%+6,588+24.8%Added
Rivernorth Capital Management, LLC33,531$850.0K0.03%−83,323−71.3%Reduced
Qube Research & Technologies Ltd34,850$884.0K0.01%+34,850New
Kavar Capital Partners Group, LLC39,750$1.01M0.21%00.0%Unchanged
Nova R Wealth, Inc.40,775$1.03M0.84%+40,775New
Kestra Advisory Services, LLC47,701$1.21M0.01%−21,058−30.6%Reduced
Ameriprise Financial Inc48,885$1.24M0.00%+20,521+72.3%Added
Advisors Asset Management, Inc.49,498$1.26M0.02%+7,510+17.9%Added
Commonwealth Equity Services, LLC51,808$1.31M0.00%+3,474+7.2%Added
Weiss Asset Management LP56,859$1.44M0.03%+56,859New
Raymond James Financial Services Advisors, Inc.59,717$1.51M0.00%−16,905−22.1%Reduced
Vestmark Advisory Solutions, Inc.61,453$1.56M0.09%+13,640+28.5%Added
First Trust Advisors LP80,020$2.03M0.00%+1,532+2.0%Added
Landscape Capital Management, L.L.C.83,354$2.11M0.30%+83,354New
Invesco Ltd.100,168$2.54M0.00%+9,252+10.2%Added
Truist Financial Corp114,953$2.92M0.00%+2,962+2.6%Added
Private Advisor Group, LLC134,019$3.40M0.03%−103,851−43.7%Reduced
Fiduciary Trust Co142,750$3.62M0.06%+142,750New
City of London Investment Management Co Ltd149,972$3.79M0.21%+49,039+48.6%Added
Epiq Partners, LLC159,631$4.05M2.16%+281+0.2%Added
Royal Bank of Canada217,383$5.51M0.00%−1,385−0.6%Reduced
1607 Capital Partners, LLC237,077$6.01M0.32%+13,410+6.0%Added
Rockefeller Capital Management L.P.243,254$6.17M0.03%−1,307−0.5%Reduced
Stifel Financial Corp258,807$6.56M0.01%+40,387+18.5%Added
Raymond James & Associates809,205$20.5M0.02%−64,421−7.4%Reduced
Wells Fargo & Company1,274,547$32.3M0.01%+105,383+9.0%Added
Bank of America Corp2,910,769$73.8M0.01%+151,833+5.5%Added
UBS Group AG4,068,605$103.2M0.04%−948,682−18.9%Reduced
Morgan Stanley6,527,110$165.5M0.02%+157,067+2.5%Added
Wolverine Asset Management LLC0$00.00%−65,557−100.0%Sold out
Relyea Zuckerberg Hanson LLC0$00.00%−21,456−100.0%Sold out
HighTower Advisors, LLC0$00.00%−14,278−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−12,648−100.0%Sold out
Golden State Equity Partners0$00.00%−12,500−100.0%Sold out
Camden Capital, LLC0$00.00%−11,775−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−11,695−100.0%Sold out
Change Path, LLC0$00.00%−9,947−100.0%Sold out
Tranquility Partners, LLC0$00.00%−9,030−100.0%Sold out
B. Riley Wealth Management, Inc.0$00.00%−8,659−100.0%Sold out
Prospera Financial Services Inc0$00.00%−8,458−100.0%Sold out
SWS Partners0$00.00%−7,500−100.0%Sold out
Harbour Investments, Inc.0$00.00%−500−100.0%Sold out
Tower View Investment Management & Research LLC0$00.00%−500−100.0%Sold out