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, Q1 2022
Institutional positions in BlackRock Health Sciences Term Trust as of Mar 31, 2022. 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
- 68
- −3 vs. Q4 2021
- Shares held
- 20.2M
- +1.78M (+9.6%) vs. Q4 2021
- Total value
- $405.4M
- −$62.4M (−13.3%) vs. Q4 2021
- New holders
- 15
- 31 more added
- Sold out
- 18
- 14 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,610,323 | $132.6M | 0.02% | +83,213+1.3% | Added |
| UBS Group AG | 3,764,598 | $75.5M | 0.03% | −304,007−7.5% | Reduced |
| Bank of America Corp | 3,049,313 | $61.2M | 0.01% | +138,544+4.8% | Added |
| Wells Fargo & Company | 1,276,486 | $25.6M | 0.01% | +1,939+0.2% | Added |
| Raymond James & Associates | 1,039,421 | $20.9M | 0.02% | +230,216+28.4% | Added |
| Cornerstone Advisors, LLC | 501,100 | $10.1M | 0.59% | +501,100 | New |
| 1607 Capital Partners, LLC | 358,024 | $7.18M | 0.42% | +120,947+51.0% | Added |
| Stifel Financial Corp | 268,341 | $5.38M | 0.01% | +9,534+3.7% | Added |
| Wolverine Asset Management LLC | 260,949 | $5.23M | 0.06% | +260,949 | New |
| City of London Investment Management Co Ltd | 218,424 | $4.38M | 0.28% | +68,452+45.6% | Added |
| Royal Bank of Canada | 200,265 | $4.02M | 0.00% | −17,118−7.9% | Reduced |
| Epiq Partners, LLC | 174,942 | $3.51M | 1.89% | +15,311+9.6% | Added |
| Rockefeller Capital Management L.P. | 167,949 | $3.37M | 0.02% | −75,305−31.0% | Reduced |
| Private Advisor Group, LLC | 164,647 | $3.30M | 0.03% | +30,628+22.9% | Added |
| Sentinel Trust Co Lba | 163,567 | $3.28M | 0.39% | +163,567 | New |
| Rivernorth Capital Management, LLC | 158,796 | $3.17M | 0.12% | +125,265+373.6% | Added |
| Fiduciary Trust Co | 142,750 | $2.86M | 0.05% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 138,701 | $2.78M | 0.00% | +138,701 | New |
| First Republic Investment Management, Inc. | 123,368 | $2.48M | 0.01% | +123,368 | New |
| Truist Financial Corp | 105,185 | $2.11M | 0.00% | −9,768−8.5% | Reduced |
| Landscape Capital Management, L.L.C. | 93,165 | $1.87M | 0.24% | +9,811+11.8% | Added |
| Hollencrest Capital Management | 91,912 | $1.84M | 0.16% | +91,912 | New |
| Invesco Ltd. | 89,691 | $1.80M | 0.00% | −10,477−10.5% | Reduced |
| First Trust Advisors LP | 86,674 | $1.74M | 0.00% | +6,654+8.3% | Added |
| Logan Stone Capital, LLC | 81,077 | $1.63M | 1.17% | +81,077 | New |
| Ameriprise Financial Inc | 73,217 | $1.46M | 0.00% | +24,332+49.8% | Added |
| Quantedge Capital Pte Ltd | 69,600 | $1.40M | 0.41% | +56,900+448.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 69,130 | $1.39M | 0.00% | +9,413+15.8% | Added |
| Kavar Capital Partners Group, LLC | 69,000 | $1.38M | 0.30% | +29,250+73.6% | Added |
| Vestmark Advisory Solutions, Inc. | 66,140 | $1.33M | 0.08% | +4,687+7.6% | Added |
| Commonwealth Equity Services, LLC | 52,979 | $1.06M | 0.00% | +1,171+2.3% | Added |
| Cohen & Steers, Inc. | 45,588 | $914.0K | 0.00% | +35,588+355.9% | Added |
| Nova R Wealth, Inc. | 39,657 | $796.0K | 0.68% | −1,118−2.7% | Reduced |
| Kestra Advisory Services, LLC | 37,522 | $753.0K | 0.01% | −10,179−21.3% | Reduced |
| LPL Financial LLC | 36,719 | $737.0K | 0.00% | +6,789+22.7% | Added |
| Oppenheimer & Co Inc | 36,643 | $735.0K | 0.01% | +3,519+10.6% | Added |
| Qube Research & Technologies Ltd | 35,354 | $709.0K | 0.01% | +504+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,480 | $471.0K | 0.00% | +6,407+37.5% | Added |
| Brown, Lisle/Cummings, Inc. | 21,088 | $423.0K | 0.20% | +15,267+262.3% | Added |
| Stockman Wealth Management, Inc. | 19,375 | $389.0K | 0.08% | −330−1.7% | Reduced |
| Karpus Management, Inc. | 17,952 | $360.0K | 0.01% | +2,860+19.0% | Added |
| Wedbush Securities Inc | 16,115 | $323.0K | 0.01% | −5,201−24.4% | Reduced |
| Advisor Group Holdings, Inc. | 24,450 | $322.0K | 0.00% | +53+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 15,910 | $319.0K | 0.00% | +5,872+58.5% | Added |
| Corrado Advisors, LLC | 15,460 | $310.0K | 0.19% | +15,460 | New |
| Pathstone Family Office, LLC | 12,577 | $252.0K | 0.01% | +274+2.2% | Added |
| Evolution Wealth Advisors, LLC | 12,500 | $251.0K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,800 | $217.0K | 0.02% | +10,800 | New |
| Envestnet Asset Management Inc | 10,264 | $206.0K | 0.00% | −2,393−18.9% | Reduced |
| BlackRock Inc. | 10,000 | $201.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8,277 | $166.0K | 0.01% | +8,277 | New |
| Global Retirement Partners, LLC | 8,740 | $140.0K | 0.01% | +8,740 | New |
| Northwestern Mutual Wealth Management Co | 5,000 | $100.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,555 | $91.0K | 0.03% | +100+2.2% | Added |
| Ellis Investment Partners, LLC | 4,152 | $83.0K | 0.02% | +91+2.2% | Added |
| Fifth Third Bancorp | 3,750 | $75.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,800 | $56.0K | 0.00% | −420−13.0% | Reduced |
| Signaturefd, LLC | 2,803 | $56.0K | 0.00% | +2,803 | New |
| American Portfolios Advisors | 2,204 | $44.2K | 0.00% | +37+1.7% | Added |
| Whittier Trust Co | 2,146 | $43.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,437 | $28.8K | 0.01% | −619−30.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,250 | $25.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 498 | $10.0K | 0.00% | −1,000−66.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $10.0K | 0.00% | −750−60.0% | Reduced |
| Money Concepts Capital Corp | 411 | $8.00K | 0.00% | +411 | New |
| Tilia Fiduciary Partners, Inc. | 390 | $8.00K | 0.01% | +390 | New |
| IFP Advisors, Inc | 149 | $3.00K | 0.00% | +149 | New |
| Key Financial Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −56,859−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −49,498−100.0% | Sold out |
| Element Pointe Advisors, LLC | 0 | $0 | 0.00% | −29,833−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −15,225−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −9,909−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −9,837−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −8,725−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −8,075−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −4,382−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,743−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Nepc LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |