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, Q4 2022
Institutional positions in BlackRock Health Sciences Term Trust as of Dec 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
- 82
- +13 vs. Q3 2022
- Shares held
- 26.3M
- +3.94M (+17.6%) vs. Q3 2022
- Total value
- $406.0M
- +$71.2M (+21.3%) vs. Q3 2022
- New holders
- 22
- 28 more added
- Sold out
- 9
- 24 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,469,775 | $84.4M | 0.01% | −586,467−9.7% | Reduced |
| Bank of America Corp | 2,529,982 | $39.0M | 0.00% | −545,409−17.7% | Reduced |
| Saba Capital Management, L.P. | 2,468,311 | $38.1M | 0.64% | +2,468,311 | New |
| Cornerstone Advisors, LLC | 2,183,844 | $33.7M | 1.66% | +308,630+16.5% | Added |
| UBS Group AG | 2,126,302 | $32.8M | 0.02% | −750,717−26.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,567,953 | $24.2M | 1.09% | +1,032,128+192.6% | Added |
| 1607 Capital Partners, LLC | 1,515,365 | $23.4M | 1.61% | +479,689+46.3% | Added |
| Wells Fargo & Company | 987,484 | $15.2M | 0.00% | −456,771−31.6% | Reduced |
| Raymond James & Associates | 844,910 | $13.0M | 0.01% | −105,887−11.1% | Reduced |
| Karpus Management, Inc. | 771,634 | $11.9M | 0.40% | +658,742+583.5% | Added |
| Quantedge Capital Pte Ltd | 621,200 | $9.59M | 3.21% | +157,200+33.9% | Added |
| City of London Investment Management Co Ltd | 408,712 | $6.31M | 0.51% | +13,524+3.4% | Added |
| Logan Stone Capital, LLC | 338,129 | $5.22M | 1.95% | +84,373+33.2% | Added |
| Wolverine Asset Management LLC | 311,039 | $4.80M | 0.07% | +87,984+39.4% | Added |
| Woodline Partners LP | 269,168 | $4.15M | 0.06% | +269,168 | New |
| Royal Bank of Canada | 266,611 | $4.11M | 0.00% | +2,477+0.9% | Added |
| Stifel Financial Corp | 253,407 | $3.91M | 0.01% | −33,191−11.6% | Reduced |
| Weiss Asset Management LP | 241,075 | $3.72M | 0.18% | +241,075 | New |
| Clough Capital Partners L P | 202,736 | $3.13M | 0.32% | +202,736 | New |
| LPL Financial LLC | 191,778 | $2.96M | 0.00% | +19,410+11.3% | Added |
| Rockefeller Capital Management L.P. | 190,973 | $2.95M | 0.01% | +18,996+11.0% | Added |
| Ameriprise Financial Inc | 175,008 | $2.70M | 0.00% | +487+0.3% | Added |
| Atlas Wealth LLC | 165,908 | $2.56M | 0.69% | +165,908 | New |
| First Republic Investment Management, Inc. | 164,077 | $2.53M | 0.01% | −39,835−19.5% | Reduced |
| Landscape Capital Management, L.L.C. | 159,087 | $2.45M | 0.36% | −1,188−0.7% | Reduced |
| Epiq Partners, LLC | 146,449 | $2.26M | 1.50% | −20,652−12.4% | Reduced |
| Lazard Asset Management LLC | 144,486 | $2.23M | 0.00% | +306+0.2% | Added |
| Insigneo Advisory Services, LLC | 130,724 | $2.02M | 0.76% | +130,724 | New |
| Raymond James Financial Services Advisors, Inc. | 108,769 | $1.68M | 0.00% | +4,034+3.9% | Added |
| Elequin Capital LP | 94,010 | $1.45M | 0.41% | +94,010 | New |
| Matisse Capital | 82,000 | $1.27M | 1.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 77,035 | $1.19M | 0.00% | −1,876−2.4% | Reduced |
| HighTower Advisors, LLC | 74,681 | $1.16M | 0.00% | +74,681 | New |
| Cohen & Steers, Inc. | 71,006 | $1.10M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 67,199 | $1.04M | 0.00% | −2,146−3.1% | Reduced |
| Kavar Capital Partners Group, LLC | 62,240 | $960.4K | 0.22% | −6,298−9.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 58,782 | $907.0K | 0.04% | −10,273−14.9% | Reduced |
| Advisors Asset Management, Inc. | 57,993 | $894.8K | 0.02% | −3,397−5.5% | Reduced |
| Truist Financial Corp | 57,139 | $881.7K | 0.00% | −2,877−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 49,632 | $765.1K | 0.00% | +3,342+7.2% | Added |
| AE Wealth Management LLC | 47,761 | $737.0K | 0.01% | +47,761 | New |
| OTA Financial Group L.P. | 45,433 | $701.0K | 0.70% | −61,066−57.3% | Reduced |
| Nova R Wealth, Inc. | 40,928 | $631.5K | 0.46% | −5,180−11.2% | Reduced |
| Oppenheimer & Co Inc | 40,003 | $617.2K | 0.01% | +31+0.1% | Added |
| Janney Montgomery Scott LLC | 39,049 | $603.0K | 0.00% | −764−1.9% | Reduced |
| Qube Research & Technologies Ltd | 35,354 | $545.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 31,564 | $487.0K | 0.00% | −18,697−37.2% | Reduced |
| Sentinel Trust Co Lba | 30,807 | $475.0K | 0.07% | −1,280−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,068 | $417.7K | 0.01% | −2,574−8.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23,331 | $360.0K | 0.19% | +1,090+4.9% | Added |
| Kestra Advisory Services, LLC | 22,590 | $348.6K | 0.00% | +11,695+107.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,999 | $339.0K | 0.00% | +264+1.2% | Added |
| JPMorgan Chase & Co | 18,281 | $282.0K | 0.00% | +18,099+9,944.5% | Added |
| The PNC Financial Services Group, Inc. | 17,930 | $276.7K | 0.00% | +15,087+530.7% | Added |
| Stockman Wealth Management, Inc. | 16,775 | $258.8K | 0.06% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 15,692 | $252.5K | 0.29% | +140+0.9% | Added |
| Corrado Advisors, LLC | 15,460 | $238.5K | 0.17% | +15,460 | New |
| Chapin Davis, Inc. | 15,400 | $237.6K | 0.14% | +15,400 | New |
| Pathstone Family Office, LLC | 13,681 | $205.7K | 0.00% | +373+2.8% | Added |
| National Asset Management, Inc. | 12,262 | $189.2K | 0.01% | −1,707−12.2% | Reduced |
| Claro Advisors LLC | 11,657 | $179.9K | 0.06% | +180+1.6% | Added |
| CI Private Wealth, LLC | 11,153 | $172.1K | 0.00% | +11,153 | New |
| BlackRock Inc. | 10,001 | $154.3K | 0.00% | +10.0% | Added |
| Blue Bell Private Wealth Management, LLC | 7,702 | $118.8K | 0.04% | +280+3.8% | Added |
| Global Retirement Partners, LLC | 7,304 | $112.7K | 0.01% | −748−9.3% | Reduced |
| Harbour Investments, Inc. | 5,770 | $89.0K | 0.01% | +5,770 | New |
| Northwestern Mutual Wealth Management Co | 5,500 | $84.9K | 0.00% | −1,500−21.4% | Reduced |
| Advisory Services Network, LLC | 3,440 | $53.1K | 0.00% | +3,440 | New |
| Arlington Partners LLC | 2,971 | $45.8K | 0.01% | +2,971 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,932 | $29.8K | 0.00% | +1,932 | New |
| Bessemer Group Inc | 1,491 | $23.0K | 0.00% | +41+2.8% | Added |
| CWM, LLC | 600 | $9.00K | 0.00% | +600 | New |
| Benjamin F. Edwards & Company, Inc. | 510 | $8.00K | 0.00% | +510 | New |
| Signaturefd, LLC | 333 | $5.14K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 300 | $4.63K | 0.00% | +300 | New |
| IFP Advisors, Inc | 184 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 186 | $2.87K | 0.00% | +186 | New |
| EverSource Wealth Advisors, LLC | 119 | $1.84K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 21,001 | $324 | 0.00% | +3,853+22.5% | Added |
| Allworth Financial LP | 10 | $156 | 0.00% | +10 | New |
| GWM Advisors LLC | 180 | $3 | 0.00% | +180 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,182−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −11,513−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,651−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −4,066−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Hightower 6M Holding, LLC | – | – | – | – | Not filed |
| Dowling & Yahnke LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |