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, Q3 2022
Institutional positions in BlackRock Health Sciences Term Trust as of Sep 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
- 75
- −2 vs. Q2 2022
- Shares held
- 22.5M
- +868.6K (+4.0%) vs. Q2 2022
- Total value
- $336.2M
- −$19.0M (−5.3%) vs. Q2 2022
- New holders
- 12
- 35 more added
- Sold out
- 14
- 18 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,056,242 | $90.4M | 0.01% | −143,963−2.3% | Reduced |
| Bank of America Corp | 3,075,391 | $45.9M | 0.01% | +273,327+9.8% | Added |
| UBS Group AG | 2,877,019 | $43.0M | 0.02% | −387,890−11.9% | Reduced |
| Cornerstone Advisors, LLC | 1,875,214 | $28.0M | 1.38% | +632,161+50.9% | Added |
| Wells Fargo & Company | 1,444,255 | $21.6M | 0.01% | +118,842+9.0% | Added |
| 1607 Capital Partners, LLC | 1,035,676 | $15.5M | 1.20% | +199,594+23.9% | Added |
| Raymond James & Associates | 950,797 | $14.2M | 0.01% | −204,582−17.7% | Reduced |
| Rivernorth Capital Management, LLC | 535,825 | $7.99M | 0.36% | +415,299+344.6% | Added |
| Quantedge Capital Pte Ltd | 464,000 | $6.93M | 2.14% | +144,400+45.2% | Added |
| City of London Investment Management Co Ltd | 395,188 | $5.89M | 0.51% | +57,250+16.9% | Added |
| Stifel Financial Corp | 286,598 | $4.28M | 0.01% | +8,498+3.1% | Added |
| Royal Bank of Canada | 264,134 | $3.94M | 0.00% | +20,934+8.6% | Added |
| Logan Stone Capital, LLC | 253,756 | $3.79M | 2.49% | +75,999+42.8% | Added |
| Wolverine Asset Management LLC | 223,055 | $3.33M | 0.05% | −46,503−17.3% | Reduced |
| First Republic Investment Management, Inc. | 203,912 | $3.04M | 0.01% | +80,299+65.0% | Added |
| Ameriprise Financial Inc | 174,521 | $2.60M | 0.00% | +8,083+4.9% | Added |
| LPL Financial LLC | 172,368 | $2.57M | 0.00% | +34,966+25.4% | Added |
| Rockefeller Capital Management L.P. | 171,977 | $2.57M | 0.01% | +19,118+12.5% | Added |
| Epiq Partners, LLC | 167,101 | $2.50M | 1.54% | +1,407+0.8% | Added |
| Landscape Capital Management, L.L.C. | 160,275 | $2.39M | 0.31% | −18,245−10.2% | Reduced |
| Lazard Asset Management LLC | 144,180 | $2.15M | 0.00% | 00.0% | Unchanged |
| Karpus Management, Inc. | 112,892 | $1.69M | 0.06% | +1,415+1.3% | Added |
| OTA Financial Group L.P. | 106,499 | $1.59M | 1.36% | +106,499 | New |
| Raymond James Financial Services Advisors, Inc. | 104,735 | $1.56M | 0.00% | +26,427+33.7% | Added |
| Matisse Capital | 82,000 | $1.22M | 1.55% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 79,570 | $1.19M | 0.11% | +12,962+19.5% | Added |
| Commonwealth Equity Services, LLC | 78,911 | $1.18M | 0.00% | +26,935+51.8% | Added |
| Nova R Wealth, Inc. | 46,108 | $1.14M | 0.92% | +14,486+45.8% | Added |
| Cohen & Steers, Inc. | 71,006 | $1.06M | 0.00% | +34,643+95.3% | Added |
| First Trust Advisors LP | 69,345 | $1.03M | 0.00% | −18,347−20.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 69,055 | $1.03M | 0.06% | +1,239+1.8% | Added |
| Kavar Capital Partners Group, LLC | 68,538 | $1.02M | 0.26% | −980−1.4% | Reduced |
| Advisors Asset Management, Inc. | 61,390 | $917.0K | 0.02% | −12,800−17.3% | Reduced |
| Truist Financial Corp | 60,016 | $896.0K | 0.00% | −555−0.9% | Reduced |
| Invesco Ltd. | 50,261 | $750.0K | 0.00% | −17,278−25.6% | Reduced |
| Advisor Group Holdings, Inc. | 46,290 | $691.0K | 0.00% | +3,215+7.5% | Added |
| Oppenheimer & Co Inc | 39,972 | $597.0K | 0.01% | +4,395+12.4% | Added |
| Janney Montgomery Scott LLC | 39,813 | $594.0K | 0.00% | +39,813 | New |
| Qube Research & Technologies Ltd | 35,354 | $528.0K | 0.00% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 32,087 | $479.0K | 0.08% | −14,297−30.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,642 | $443.0K | 0.01% | +7,775+35.6% | Added |
| Brown, Lisle/Cummings, Inc. | 22,241 | $332.1K | 0.19% | −402−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,735 | $325.0K | 0.00% | −3,814−14.9% | Reduced |
| Jane Street Group, LLC | 21,182 | $316.0K | 0.00% | +4,681+28.4% | Added |
| Private Advisor Group, LLC | 17,148 | $256.0K | 0.00% | −78,354−82.0% | Reduced |
| Stockman Wealth Management, Inc. | 16,775 | $250.0K | 0.07% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 15,552 | $236.0K | 0.28% | +635+4.3% | Added |
| National Asset Management, Inc. | 13,969 | $209.0K | 0.01% | +13,969 | New |
| Pathstone Family Office, LLC | 13,308 | $198.7K | 0.00% | +402+3.1% | Added |
| Claro Advisors LLC | 11,477 | $189.0K | 0.08% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 12,500 | $187.0K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 11,513 | $172.0K | 0.01% | +11,513 | New |
| Kestra Advisory Services, LLC | 10,895 | $163.0K | 0.00% | −2,472−18.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,800 | $161.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,651 | $159.0K | 0.01% | −60−0.6% | Reduced |
| BlackRock Inc. | 10,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 10,000 | $149.0K | 0.01% | +10,000 | New |
| Global Retirement Partners, LLC | 8,052 | $126.0K | 0.01% | −1,583−16.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,422 | $111.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,000 | $105.0K | 0.00% | +2,000+40.0% | Added |
| Ellis Investment Partners, LLC | 4,066 | $60.0K | 0.02% | +108+2.7% | Added |
| Covington Capital Management | 2,847 | $43.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,843 | $42.0K | 0.00% | +543+23.6% | Added |
| American Portfolios Advisors | 2,340 | $34.9K | 0.00% | +62+2.7% | Added |
| MUFG Americas Holdings Corp | 2,000 | $30.0K | 0.00% | +2,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,000 | $29.0K | 0.00% | +2,000 | New |
| Bessemer Group Inc | 1,450 | $22.0K | 0.00% | +276+23.5% | Added |
| Gradient Investments LLC | 803 | $12.0K | 0.00% | +803 | New |
| FourThought Financial, LLC | 598 | $9.00K | 0.00% | +100+20.1% | Added |
| Advanced Research Investment Solutions, LLC | 475 | $7.00K | 0.00% | +475 | New |
| Signaturefd, LLC | 333 | $5.00K | 0.00% | −2,490−88.2% | Reduced |
| IFP Advisors, Inc | 184 | $4.00K | 0.00% | +35+23.5% | Added |
| JPMorgan Chase & Co | 182 | $3.00K | 0.00% | +182 | New |
| EverSource Wealth Advisors, LLC | 119 | $2.00K | 0.00% | +119 | New |
| Wipfli Financial Advisors LLC, | 1 | $0 | 0.00% | +1 | New |
| Mangrove Partners | 0 | $0 | 0.00% | −377,466−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −93,946−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −32,227−100.0% | Sold out |
| Maltin Wealth Management, Inc. | 0 | $0 | 0.00% | −20,346−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −15,460−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,986−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,031−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −7,880−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |