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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Wipfli Financial Advisors LLC, | 1 | $0 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 119 | $2.00K | 0.00% | +119 | New |
| JPMorgan Chase & Co | 182 | $3.00K | 0.00% | +182 | New |
| IFP Advisors, Inc | 184 | $4.00K | 0.00% | +35+23.5% | Added |
| Signaturefd, LLC | 333 | $5.00K | 0.00% | −2,490−88.2% | Reduced |
| Advanced Research Investment Solutions, LLC | 475 | $7.00K | 0.00% | +475 | New |
| FourThought Financial, LLC | 598 | $9.00K | 0.00% | +100+20.1% | Added |
| Gradient Investments LLC | 803 | $12.0K | 0.00% | +803 | New |
| Bessemer Group Inc | 1,450 | $22.0K | 0.00% | +276+23.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,000 | $29.0K | 0.00% | +2,000 | New |
| MUFG Americas Holdings Corp | 2,000 | $30.0K | 0.00% | +2,000 | New |
| American Portfolios Advisors | 2,340 | $34.9K | 0.00% | +62+2.7% | Added |
| The PNC Financial Services Group, Inc. | 2,843 | $42.0K | 0.00% | +543+23.6% | Added |
| Covington Capital Management | 2,847 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,066 | $60.0K | 0.02% | +108+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,000 | $105.0K | 0.00% | +2,000+40.0% | Added |
| Blue Bell Private Wealth Management, LLC | 7,422 | $111.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,052 | $126.0K | 0.01% | −1,583−16.4% | Reduced |
| BlackRock Inc. | 10,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 10,000 | $149.0K | 0.01% | +10,000 | New |
| Moors & Cabot, Inc. | 10,651 | $159.0K | 0.01% | −60−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,800 | $161.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,895 | $163.0K | 0.00% | −2,472−18.5% | Reduced |
| Ritholtz Wealth Management | 11,513 | $172.0K | 0.01% | +11,513 | New |
| Evolution Wealth Advisors, LLC | 12,500 | $187.0K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 11,477 | $189.0K | 0.08% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 13,308 | $198.7K | 0.00% | +402+3.1% | Added |
| National Asset Management, Inc. | 13,969 | $209.0K | 0.01% | +13,969 | New |
| BlackDiamond Wealth Management Inc. | 15,552 | $236.0K | 0.28% | +635+4.3% | Added |
| Stockman Wealth Management, Inc. | 16,775 | $250.0K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,148 | $256.0K | 0.00% | −78,354−82.0% | Reduced |
| Jane Street Group, LLC | 21,182 | $316.0K | 0.00% | +4,681+28.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,735 | $325.0K | 0.00% | −3,814−14.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 22,241 | $332.1K | 0.19% | −402−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,642 | $443.0K | 0.01% | +7,775+35.6% | Added |
| Sentinel Trust Co Lba | 32,087 | $479.0K | 0.08% | −14,297−30.8% | Reduced |
| Qube Research & Technologies Ltd | 35,354 | $528.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 39,813 | $594.0K | 0.00% | +39,813 | New |
| Oppenheimer & Co Inc | 39,972 | $597.0K | 0.01% | +4,395+12.4% | Added |
| Advisor Group Holdings, Inc. | 46,290 | $691.0K | 0.00% | +3,215+7.5% | Added |
| Invesco Ltd. | 50,261 | $750.0K | 0.00% | −17,278−25.6% | Reduced |
| Truist Financial Corp | 60,016 | $896.0K | 0.00% | −555−0.9% | Reduced |
| Advisors Asset Management, Inc. | 61,390 | $917.0K | 0.02% | −12,800−17.3% | Reduced |
| Kavar Capital Partners Group, LLC | 68,538 | $1.02M | 0.26% | −980−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 69,055 | $1.03M | 0.06% | +1,239+1.8% | Added |
| First Trust Advisors LP | 69,345 | $1.03M | 0.00% | −18,347−20.9% | Reduced |
| Cohen & Steers, Inc. | 71,006 | $1.06M | 0.00% | +34,643+95.3% | Added |
| Nova R Wealth, Inc. | 46,108 | $1.14M | 0.92% | +14,486+45.8% | Added |
| Commonwealth Equity Services, LLC | 78,911 | $1.18M | 0.00% | +26,935+51.8% | Added |
| Hightower 6M Holding, LLC | 79,570 | $1.19M | 0.11% | +12,962+19.5% | Added |
| Matisse Capital | 82,000 | $1.22M | 1.55% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 104,735 | $1.56M | 0.00% | +26,427+33.7% | Added |
| OTA Financial Group L.P. | 106,499 | $1.59M | 1.36% | +106,499 | New |
| Karpus Management, Inc. | 112,892 | $1.69M | 0.06% | +1,415+1.3% | Added |
| Lazard Asset Management LLC | 144,180 | $2.15M | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 160,275 | $2.39M | 0.31% | −18,245−10.2% | Reduced |
| Epiq Partners, LLC | 167,101 | $2.50M | 1.54% | +1,407+0.8% | Added |
| Rockefeller Capital Management L.P. | 171,977 | $2.57M | 0.01% | +19,118+12.5% | Added |
| LPL Financial LLC | 172,368 | $2.57M | 0.00% | +34,966+25.4% | Added |
| Ameriprise Financial Inc | 174,521 | $2.60M | 0.00% | +8,083+4.9% | Added |
| First Republic Investment Management, Inc. | 203,912 | $3.04M | 0.01% | +80,299+65.0% | Added |
| Wolverine Asset Management LLC | 223,055 | $3.33M | 0.05% | −46,503−17.3% | Reduced |
| Logan Stone Capital, LLC | 253,756 | $3.79M | 2.49% | +75,999+42.8% | Added |
| Royal Bank of Canada | 264,134 | $3.94M | 0.00% | +20,934+8.6% | Added |
| Stifel Financial Corp | 286,598 | $4.28M | 0.01% | +8,498+3.1% | Added |
| City of London Investment Management Co Ltd | 395,188 | $5.89M | 0.51% | +57,250+16.9% | Added |
| Quantedge Capital Pte Ltd | 464,000 | $6.93M | 2.14% | +144,400+45.2% | Added |
| Rivernorth Capital Management, LLC | 535,825 | $7.99M | 0.36% | +415,299+344.6% | Added |
| Raymond James & Associates | 950,797 | $14.2M | 0.01% | −204,582−17.7% | Reduced |
| 1607 Capital Partners, LLC | 1,035,676 | $15.5M | 1.20% | +199,594+23.9% | Added |
| Wells Fargo & Company | 1,444,255 | $21.6M | 0.01% | +118,842+9.0% | Added |
| Cornerstone Advisors, LLC | 1,875,214 | $28.0M | 1.38% | +632,161+50.9% | Added |
| UBS Group AG | 2,877,019 | $43.0M | 0.02% | −387,890−11.9% | Reduced |
| Bank of America Corp | 3,075,391 | $45.9M | 0.01% | +273,327+9.8% | Added |
| Morgan Stanley | 6,056,242 | $90.4M | 0.01% | −143,963−2.3% | Reduced |
| 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 |