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 $256.5M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in BlackRock Health Sciences Term Trust as of Jun 30, 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
- 78
- +11 vs. Q1 2022
- Shares held
- 21.6M
- +1.55M (+7.7%) vs. Q1 2022
- Total value
- $355.4M
- −$47.2M (−11.7%) vs. Q1 2022
- New holders
- 18
- 30 more added
- Sold out
- 7
- 20 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $256.5M |
| Q1 2026 | 87 | $215.0M |
| Q4 2025 | 86 | $206.3M |
| Q3 2025 | 76 | $158.6M |
| Q2 2025 | 75 | $150.2M |
| Q1 2025 | 99 | $643.3M |
| Q4 2024 | 103 | $639.2M |
| Q3 2024 | 92 | $719.6M |
| Q2 2024 | 94 | $724.3M |
| Q1 2024 | 99 | $835.8M |
| Q4 2023 | 106 | $642.4M |
| Q3 2023 | 98 | $449.0M |
| Q2 2023 | 92 | $479.8M |
| Q1 2023 | 85 | $462.2M |
| Q4 2022 | 82 | $407.5M |
| Q3 2022 | 75 | $336.4M |
| 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 | $481.5M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,200,205 | $101.9M | 0.01% | −410,118−6.2% | Reduced |
| UBS Group AG | 3,264,909 | $53.6M | 0.03% | −499,689−13.3% | Reduced |
| Bank of America Corp | 2,802,064 | $46.0M | 0.01% | −247,249−8.1% | Reduced |
| Wells Fargo & Company | 1,325,413 | $21.8M | 0.01% | +48,927+3.8% | Added |
| Cornerstone Advisors, LLC | 1,243,053 | $20.4M | 1.07% | +741,953+148.1% | Added |
| Raymond James & Associates | 1,155,379 | $19.0M | 0.02% | +115,958+11.2% | Added |
| 1607 Capital Partners, LLC | 836,082 | $13.7M | 0.94% | +478,058+133.5% | Added |
| Mangrove Partners | 377,466 | $6.20M | 0.30% | +377,466 | New |
| City of London Investment Management Co Ltd | 337,938 | $5.54M | 0.40% | +119,514+54.7% | Added |
| Quantedge Capital Pte Ltd | 319,600 | $5.25M | 1.06% | +250,000+359.2% | Added |
| Stifel Financial Corp | 278,100 | $4.57M | 0.01% | +9,759+3.6% | Added |
| Wolverine Asset Management LLC | 269,558 | $4.43M | 0.06% | +8,609+3.3% | Added |
| Royal Bank of Canada | 243,200 | $4.00M | 0.00% | +42,935+21.4% | Added |
| Landscape Capital Management, L.L.C. | 178,520 | $2.93M | 0.40% | +85,355+91.6% | Added |
| Logan Stone Capital, LLC | 177,757 | $2.92M | 2.15% | +96,680+119.2% | Added |
| Ameriprise Financial Inc | 166,438 | $2.74M | 0.00% | +93,221+127.3% | Added |
| Epiq Partners, LLC | 165,694 | $2.72M | 1.67% | −9,248−5.3% | Reduced |
| Rockefeller Capital Management L.P. | 152,859 | $2.51M | 0.01% | −15,090−9.0% | Reduced |
| Lazard Asset Management LLC | 144,180 | $2.37M | 0.00% | +144,180 | New |
| LPL Financial LLC | 137,402 | $2.26M | 0.00% | +100,683+274.2% | Added |
| First Republic Investment Management, Inc. | 123,613 | $2.03M | 0.01% | +245+0.2% | Added |
| Rivernorth Capital Management, LLC | 120,526 | $1.97M | 0.08% | −38,270−24.1% | Reduced |
| Karpus Management, Inc. | 111,477 | $1.83M | 0.06% | +93,525+521.0% | Added |
| Private Advisor Group, LLC | 95,502 | $1.57M | 0.01% | −69,145−42.0% | Reduced |
| Hollencrest Capital Management | 93,946 | $1.54M | 0.18% | +2,034+2.2% | Added |
| First Trust Advisors LP | 87,692 | $1.44M | 0.00% | +1,018+1.2% | Added |
| Matisse Capital | 82,000 | $1.35M | 1.28% | +82,000 | New |
| Raymond James Financial Services Advisors, Inc. | 78,308 | $1.29M | 0.00% | +9,178+13.3% | Added |
| Advisors Asset Management, Inc. | 74,190 | $1.22M | 0.02% | +74,190 | New |
| Kavar Capital Partners Group, LLC | 69,518 | $1.14M | 0.26% | +518+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 67,816 | $1.11M | 0.06% | +1,676+2.5% | Added |
| Invesco Ltd. | 67,539 | $1.11M | 0.00% | −22,152−24.7% | Reduced |
| Hightower 6M Holding, LLC | 66,608 | $1.09M | 0.09% | +66,608 | New |
| Truist Financial Corp | 60,571 | $995.0K | 0.00% | −44,614−42.4% | Reduced |
| Commonwealth Equity Services, LLC | 51,976 | $853.0K | 0.00% | −1,003−1.9% | Reduced |
| Sentinel Trust Co Lba | 46,384 | $762.0K | 0.12% | −117,183−71.6% | Reduced |
| Advisor Group Holdings, Inc. | 43,075 | $714.0K | 0.00% | +18,625+76.2% | Added |
| Cohen & Steers, Inc. | 36,363 | $597.0K | 0.00% | −9,225−20.2% | Reduced |
| Oppenheimer & Co Inc | 35,577 | $585.0K | 0.01% | −1,066−2.9% | Reduced |
| Qube Research & Technologies Ltd | 35,354 | $581.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 32,227 | $529.0K | 0.02% | +32,227 | New |
| Nova R Wealth, Inc. | 31,622 | $520.0K | 0.43% | −8,035−20.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,549 | $420.0K | 0.00% | +2,069+8.8% | Added |
| Brown, Lisle/Cummings, Inc. | 22,643 | $372.0K | 0.21% | +1,555+7.4% | Added |
| Steward Partners Investment Advisory, LLC | 21,867 | $359.0K | 0.01% | +5,957+37.4% | Added |
| Maltin Wealth Management, Inc. | 20,346 | $334.0K | 0.24% | +20,346 | New |
| Stockman Wealth Management, Inc. | 16,775 | $276.0K | 0.07% | −2,600−13.4% | Reduced |
| Jane Street Group, LLC | 16,501 | $271.0K | 0.00% | +16,501 | New |
| BlackDiamond Wealth Management Inc. | 14,917 | $256.0K | 0.32% | +14,917 | New |
| Corrado Advisors, LLC | 15,460 | $254.0K | 0.18% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,986 | $230.0K | 0.00% | +3,722+36.3% | Added |
| B. Riley Wealth Management, Inc. | 13,830 | $227.0K | 0.00% | +13,830 | New |
| Kestra Advisory Services, LLC | 13,367 | $220.0K | 0.00% | −24,155−64.4% | Reduced |
| Pathstone Family Office, LLC | 12,906 | $212.1K | 0.00% | +329+2.6% | Added |
| Evolution Wealth Advisors, LLC | 12,500 | $205.0K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 12,500 | $205.0K | 0.00% | +12,500 | New |
| Claro Advisors LLC | 11,477 | $189.0K | 0.08% | +11,477 | New |
| Wedbush Securities Inc | 10,950 | $180.0K | 0.01% | −5,165−32.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,800 | $177.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,711 | $176.0K | 0.01% | +10,711 | New |
| Cetera Advisors LLC | 10,031 | $165.0K | 0.00% | +10,031 | New |
| BlackRock Inc. | 10,000 | $164.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,635 | $158.0K | 0.01% | +895+10.2% | Added |
| Prospera Financial Services Inc | 7,880 | $130.0K | 0.01% | −397−4.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,422 | $122.0K | 0.04% | +2,867+62.9% | Added |
| Northwestern Mutual Wealth Management Co | 5,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,958 | $65.0K | 0.02% | −194−4.7% | Reduced |
| Covington Capital Management | 2,847 | $47.0K | 0.00% | +2,847 | New |
| Signaturefd, LLC | 2,823 | $46.0K | 0.00% | +20+0.7% | Added |
| American Portfolios Advisors | 2,278 | $37.4K | 0.00% | +74+3.4% | Added |
| The PNC Financial Services Group, Inc. | 2,300 | $37.0K | 0.00% | −500−17.9% | Reduced |
| Bessemer Group Inc | 1,174 | $19.0K | 0.00% | +1,174 | New |
| Venture Visionary Partners LLC | 1,000 | $16.4K | 0.00% | +1,000 | New |
| FourThought Financial, LLC | 498 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 390 | $6.00K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 384 | $6.00K | 0.00% | +384 | New |
| IFP Advisors, Inc | 149 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −142,750−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |