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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Key Financial Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 149 | $3.00K | 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 |
| FourThought Financial, LLC | 498 | $8.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,000 | $16.4K | 0.00% | +1,000 | New |
| Bessemer Group Inc | 1,174 | $19.0K | 0.00% | +1,174 | New |
| The PNC Financial Services Group, Inc. | 2,300 | $37.0K | 0.00% | −500−17.9% | Reduced |
| American Portfolios Advisors | 2,278 | $37.4K | 0.00% | +74+3.4% | Added |
| Signaturefd, LLC | 2,823 | $46.0K | 0.00% | +20+0.7% | Added |
| Covington Capital Management | 2,847 | $47.0K | 0.00% | +2,847 | New |
| Ellis Investment Partners, LLC | 3,958 | $65.0K | 0.02% | −194−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,422 | $122.0K | 0.04% | +2,867+62.9% | Added |
| Prospera Financial Services Inc | 7,880 | $130.0K | 0.01% | −397−4.8% | Reduced |
| Global Retirement Partners, LLC | 9,635 | $158.0K | 0.01% | +895+10.2% | Added |
| BlackRock Inc. | 10,000 | $164.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,031 | $165.0K | 0.00% | +10,031 | New |
| Moors & Cabot, Inc. | 10,711 | $176.0K | 0.01% | +10,711 | New |
| Dorsey & Whitney Trust CO LLC | 10,800 | $177.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,950 | $180.0K | 0.01% | −5,165−32.1% | Reduced |
| Claro Advisors LLC | 11,477 | $189.0K | 0.08% | +11,477 | New |
| 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 |
| Pathstone Family Office, LLC | 12,906 | $212.1K | 0.00% | +329+2.6% | Added |
| Kestra Advisory Services, LLC | 13,367 | $220.0K | 0.00% | −24,155−64.4% | Reduced |
| B. Riley Wealth Management, Inc. | 13,830 | $227.0K | 0.02% | +13,830 | New |
| Envestnet Asset Management Inc | 13,986 | $230.0K | 0.00% | +3,722+36.3% | Added |
| Corrado Advisors, LLC | 15,460 | $254.0K | 0.18% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 14,917 | $256.0K | 0.32% | +14,917 | New |
| Jane Street Group, LLC | 16,501 | $271.0K | 0.00% | +16,501 | New |
| Stockman Wealth Management, Inc. | 16,775 | $276.0K | 0.07% | −2,600−13.4% | Reduced |
| Maltin Wealth Management, Inc. | 20,346 | $334.0K | 0.24% | +20,346 | New |
| Steward Partners Investment Advisory, LLC | 21,867 | $359.0K | 0.01% | +5,957+37.4% | Added |
| Brown, Lisle/Cummings, Inc. | 22,643 | $372.0K | 0.21% | +1,555+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,549 | $420.0K | 0.00% | +2,069+8.8% | Added |
| Nova R Wealth, Inc. | 31,622 | $520.0K | 0.43% | −8,035−20.3% | Reduced |
| NewEdge Wealth, LLC | 32,227 | $529.0K | 0.02% | +32,227 | New |
| Qube Research & Technologies Ltd | 35,354 | $581.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 35,577 | $585.0K | 0.01% | −1,066−2.9% | Reduced |
| Cohen & Steers, Inc. | 36,363 | $597.0K | 0.00% | −9,225−20.2% | Reduced |
| Advisor Group Holdings, Inc. | 43,075 | $714.0K | 0.00% | +18,625+76.2% | Added |
| Sentinel Trust Co Lba | 46,384 | $762.0K | 0.12% | −117,183−71.6% | Reduced |
| Commonwealth Equity Services, LLC | 51,976 | $853.0K | 0.00% | −1,003−1.9% | Reduced |
| Truist Financial Corp | 60,571 | $995.0K | 0.00% | −44,614−42.4% | Reduced |
| Hightower 6M Holding, LLC | 66,608 | $1.09M | 0.09% | +66,608 | New |
| Invesco Ltd. | 67,539 | $1.11M | 0.00% | −22,152−24.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 67,816 | $1.11M | 0.06% | +1,676+2.5% | Added |
| Kavar Capital Partners Group, LLC | 69,518 | $1.14M | 0.26% | +518+0.8% | Added |
| Advisors Asset Management, Inc. | 74,190 | $1.22M | 0.02% | +74,190 | New |
| Raymond James Financial Services Advisors, Inc. | 78,308 | $1.29M | 0.00% | +9,178+13.3% | Added |
| Matisse Capital | 82,000 | $1.35M | 1.28% | +82,000 | New |
| First Trust Advisors LP | 87,692 | $1.44M | 0.00% | +1,018+1.2% | Added |
| Hollencrest Capital Management | 93,946 | $1.54M | 0.18% | +2,034+2.2% | Added |
| Private Advisor Group, LLC | 95,502 | $1.57M | 0.01% | −69,145−42.0% | Reduced |
| Karpus Management, Inc. | 111,477 | $1.83M | 0.06% | +93,525+521.0% | Added |
| Rivernorth Capital Management, LLC | 120,526 | $1.97M | 0.08% | −38,270−24.1% | Reduced |
| First Republic Investment Management, Inc. | 123,613 | $2.03M | 0.01% | +245+0.2% | Added |
| LPL Financial LLC | 137,402 | $2.26M | 0.00% | +100,683+274.2% | Added |
| Lazard Asset Management LLC | 144,180 | $2.37M | 0.00% | +144,180 | New |
| Rockefeller Capital Management L.P. | 152,859 | $2.51M | 0.01% | −15,090−9.0% | Reduced |
| Epiq Partners, LLC | 165,694 | $2.72M | 1.67% | −9,248−5.3% | Reduced |
| Ameriprise Financial Inc | 166,438 | $2.74M | 0.00% | +93,221+127.3% | Added |
| Logan Stone Capital, LLC | 177,757 | $2.92M | 2.15% | +96,680+119.2% | Added |
| Landscape Capital Management, L.L.C. | 178,520 | $2.93M | 0.40% | +85,355+91.6% | Added |
| Royal Bank of Canada | 243,200 | $4.00M | 0.00% | +42,935+21.4% | Added |
| Wolverine Asset Management LLC | 269,558 | $4.43M | 0.06% | +8,609+3.3% | Added |
| Stifel Financial Corp | 278,100 | $4.57M | 0.01% | +9,759+3.6% | Added |
| Quantedge Capital Pte Ltd | 319,600 | $5.25M | 1.06% | +250,000+359.2% | Added |
| City of London Investment Management Co Ltd | 337,938 | $5.54M | 0.40% | +119,514+54.7% | Added |
| Mangrove Partners | 377,466 | $6.20M | 0.47% | +377,466 | New |
| 1607 Capital Partners, LLC | 836,082 | $13.7M | 0.94% | +478,058+133.5% | Added |
| Raymond James & Associates | 1,155,379 | $19.0M | 0.02% | +115,958+11.2% | Added |
| Cornerstone Advisors, LLC | 1,243,053 | $20.4M | 1.07% | +741,953+148.1% | Added |
| Wells Fargo & Company | 1,325,413 | $21.8M | 0.01% | +48,927+3.8% | Added |
| Bank of America Corp | 2,802,064 | $46.0M | 0.01% | −247,249−8.1% | Reduced |
| UBS Group AG | 3,264,909 | $53.6M | 0.03% | −499,689−13.3% | Reduced |
| Morgan Stanley | 6,200,205 | $101.9M | 0.01% | −410,118−6.2% | Reduced |
| 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 |