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 |
|---|---|---|---|---|---|
| Key Financial Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 149 | $3.00K | 0.00% | +149 | New |
| Money Concepts Capital Corp | 411 | $8.00K | 0.00% | +411 | New |
| Tilia Fiduciary Partners, Inc. | 390 | $8.00K | 0.01% | +390 | New |
| 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 |
| Harbor Investment Advisory, LLC | 1,250 | $25.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,437 | $28.8K | 0.01% | −619−30.1% | Reduced |
| Whittier Trust Co | 2,146 | $43.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,204 | $44.2K | 0.00% | +37+1.7% | Added |
| 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 |
| Fifth Third Bancorp | 3,750 | $75.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,152 | $83.0K | 0.02% | +91+2.2% | Added |
| Blue Bell Private Wealth Management, LLC | 4,555 | $91.0K | 0.03% | +100+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 5,000 | $100.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,740 | $140.0K | 0.01% | +8,740 | New |
| Prospera Financial Services Inc | 8,277 | $166.0K | 0.01% | +8,277 | New |
| BlackRock Inc. | 10,000 | $201.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,264 | $206.0K | 0.00% | −2,393−18.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,800 | $217.0K | 0.02% | +10,800 | New |
| Evolution Wealth Advisors, LLC | 12,500 | $251.0K | 0.05% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,577 | $252.0K | 0.01% | +274+2.2% | Added |
| Corrado Advisors, LLC | 15,460 | $310.0K | 0.19% | +15,460 | New |
| Steward Partners Investment Advisory, LLC | 15,910 | $319.0K | 0.00% | +5,872+58.5% | Added |
| Advisor Group Holdings, Inc. | 24,450 | $322.0K | 0.00% | +53+0.2% | Added |
| Wedbush Securities Inc | 16,115 | $323.0K | 0.01% | −5,201−24.4% | Reduced |
| Karpus Management, Inc. | 17,952 | $360.0K | 0.01% | +2,860+19.0% | Added |
| Stockman Wealth Management, Inc. | 19,375 | $389.0K | 0.08% | −330−1.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21,088 | $423.0K | 0.20% | +15,267+262.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,480 | $471.0K | 0.00% | +6,407+37.5% | Added |
| Qube Research & Technologies Ltd | 35,354 | $709.0K | 0.01% | +504+1.4% | Added |
| Oppenheimer & Co Inc | 36,643 | $735.0K | 0.01% | +3,519+10.6% | Added |
| LPL Financial LLC | 36,719 | $737.0K | 0.00% | +6,789+22.7% | Added |
| Kestra Advisory Services, LLC | 37,522 | $753.0K | 0.01% | −10,179−21.3% | Reduced |
| Nova R Wealth, Inc. | 39,657 | $796.0K | 0.68% | −1,118−2.7% | Reduced |
| Cohen & Steers, Inc. | 45,588 | $914.0K | 0.00% | +35,588+355.9% | Added |
| Commonwealth Equity Services, LLC | 52,979 | $1.06M | 0.00% | +1,171+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 66,140 | $1.33M | 0.08% | +4,687+7.6% | Added |
| Kavar Capital Partners Group, LLC | 69,000 | $1.38M | 0.30% | +29,250+73.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 69,130 | $1.39M | 0.00% | +9,413+15.8% | Added |
| Quantedge Capital Pte Ltd | 69,600 | $1.40M | 0.41% | +56,900+448.0% | Added |
| Ameriprise Financial Inc | 73,217 | $1.46M | 0.00% | +24,332+49.8% | Added |
| Logan Stone Capital, LLC | 81,077 | $1.63M | 1.17% | +81,077 | New |
| First Trust Advisors LP | 86,674 | $1.74M | 0.00% | +6,654+8.3% | Added |
| Invesco Ltd. | 89,691 | $1.80M | 0.00% | −10,477−10.5% | Reduced |
| Hollencrest Capital Management | 91,912 | $1.84M | 0.16% | +91,912 | New |
| Landscape Capital Management, L.L.C. | 93,165 | $1.87M | 0.24% | +9,811+11.8% | Added |
| Truist Financial Corp | 105,185 | $2.11M | 0.00% | −9,768−8.5% | Reduced |
| First Republic Investment Management, Inc. | 123,368 | $2.48M | 0.01% | +123,368 | New |
| Parametric Portfolio Associates LLC | 138,701 | $2.78M | 0.00% | +138,701 | New |
| Fiduciary Trust Co | 142,750 | $2.86M | 0.05% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 158,796 | $3.17M | 0.12% | +125,265+373.6% | Added |
| Sentinel Trust Co Lba | 163,567 | $3.28M | 0.39% | +163,567 | New |
| Private Advisor Group, LLC | 164,647 | $3.30M | 0.03% | +30,628+22.9% | Added |
| Rockefeller Capital Management L.P. | 167,949 | $3.37M | 0.02% | −75,305−31.0% | Reduced |
| Epiq Partners, LLC | 174,942 | $3.51M | 1.89% | +15,311+9.6% | Added |
| Royal Bank of Canada | 200,265 | $4.02M | 0.00% | −17,118−7.9% | Reduced |
| City of London Investment Management Co Ltd | 218,424 | $4.38M | 0.28% | +68,452+45.6% | Added |
| Wolverine Asset Management LLC | 260,949 | $5.23M | 0.06% | +260,949 | New |
| Stifel Financial Corp | 268,341 | $5.38M | 0.01% | +9,534+3.7% | Added |
| 1607 Capital Partners, LLC | 358,024 | $7.18M | 0.42% | +120,947+51.0% | Added |
| Cornerstone Advisors, LLC | 501,100 | $10.1M | 0.59% | +501,100 | New |
| Raymond James & Associates | 1,039,421 | $20.9M | 0.02% | +230,216+28.4% | Added |
| Wells Fargo & Company | 1,276,486 | $25.6M | 0.01% | +1,939+0.2% | Added |
| Bank of America Corp | 3,049,313 | $61.2M | 0.01% | +138,544+4.8% | Added |
| UBS Group AG | 3,764,598 | $75.5M | 0.03% | −304,007−7.5% | Reduced |
| Morgan Stanley | 6,610,323 | $132.6M | 0.02% | +83,213+1.3% | Added |
| 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 |