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, 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 | $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, 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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 180 | $3 | 0.00% | +180 | New |
| Allworth Financial LP | 10 | $156 | 0.00% | +10 | New |
| Private Advisor Group, LLC | 21,001 | $324 | 0.00% | +3,853+22.5% | Added |
| EverSource Wealth Advisors, LLC | 119 | $1.84K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 186 | $2.87K | 0.00% | +186 | New |
| IFP Advisors, Inc | 184 | $4.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 300 | $4.63K | 0.00% | +300 | New |
| Signaturefd, LLC | 333 | $5.14K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 510 | $8.00K | 0.00% | +510 | New |
| CWM, LLC | 600 | $9.00K | 0.00% | +600 | New |
| Bessemer Group Inc | 1,491 | $23.0K | 0.00% | +41+2.8% | Added |
| Hollencrest Capital Management | 1,932 | $29.8K | 0.00% | +1,932 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,971 | $45.8K | 0.01% | +2,971 | New |
| Advisory Services Network, LLC | 3,440 | $53.1K | 0.00% | +3,440 | New |
| Northwestern Mutual Wealth Management Co | 5,500 | $84.9K | 0.00% | −1,500−21.4% | Reduced |
| Harbour Investments, Inc. | 5,770 | $89.0K | 0.01% | +5,770 | New |
| Global Retirement Partners, LLC | 7,304 | $112.7K | 0.01% | −748−9.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,702 | $118.8K | 0.04% | +280+3.8% | Added |
| BlackRock Inc. | 10,001 | $154.3K | 0.00% | +10.0% | Added |
| CI Private Wealth, LLC | 11,153 | $172.1K | 0.00% | +11,153 | New |
| Claro Advisors LLC | 11,657 | $179.9K | 0.06% | +180+1.6% | Added |
| National Asset Management, Inc. | 12,262 | $189.2K | 0.01% | −1,707−12.2% | Reduced |
| Pathstone Family Office, LLC | 13,681 | $205.7K | 0.00% | +373+2.8% | Added |
| Chapin Davis, Inc. | 15,400 | $237.6K | 0.14% | +15,400 | New |
| Corrado Advisors, LLC | 15,460 | $238.5K | 0.17% | +15,460 | New |
| BlackDiamond Wealth Management Inc. | 15,692 | $252.5K | 0.29% | +140+0.9% | Added |
| Stockman Wealth Management, Inc. | 16,775 | $258.8K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,930 | $276.7K | 0.00% | +15,087+530.7% | Added |
| JPMorgan Chase & Co | 18,281 | $282.0K | 0.00% | +18,099+9,944.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,999 | $339.0K | 0.00% | +264+1.2% | Added |
| Kestra Advisory Services, LLC | 22,590 | $348.6K | 0.00% | +11,695+107.3% | Added |
| Brown, Lisle/Cummings, Inc. | 23,331 | $360.0K | 0.19% | +1,090+4.9% | Added |
| Steward Partners Investment Advisory, LLC | 27,068 | $417.7K | 0.01% | −2,574−8.7% | Reduced |
| Sentinel Trust Co Lba | 30,807 | $475.0K | 0.07% | −1,280−4.0% | Reduced |
| Invesco Ltd. | 31,564 | $487.0K | 0.00% | −18,697−37.2% | Reduced |
| Qube Research & Technologies Ltd | 35,354 | $545.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 39,049 | $603.0K | 0.00% | −764−1.9% | Reduced |
| Oppenheimer & Co Inc | 40,003 | $617.2K | 0.01% | +31+0.1% | Added |
| Nova R Wealth, Inc. | 40,928 | $631.5K | 0.46% | −5,180−11.2% | Reduced |
| OTA Financial Group L.P. | 45,433 | $701.0K | 0.70% | −61,066−57.3% | Reduced |
| AE Wealth Management LLC | 47,761 | $737.0K | 0.01% | +47,761 | New |
| Advisor Group Holdings, Inc. | 49,632 | $765.1K | 0.00% | +3,342+7.2% | Added |
| Truist Financial Corp | 57,139 | $881.7K | 0.00% | −2,877−4.8% | Reduced |
| Advisors Asset Management, Inc. | 57,993 | $894.8K | 0.02% | −3,397−5.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 58,782 | $907.0K | 0.04% | −10,273−14.9% | Reduced |
| Kavar Capital Partners Group, LLC | 62,240 | $960.4K | 0.22% | −6,298−9.2% | Reduced |
| First Trust Advisors LP | 67,199 | $1.04M | 0.00% | −2,146−3.1% | Reduced |
| Cohen & Steers, Inc. | 71,006 | $1.10M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 74,681 | $1.16M | 0.00% | +74,681 | New |
| Commonwealth Equity Services, LLC | 77,035 | $1.19M | 0.00% | −1,876−2.4% | Reduced |
| Matisse Capital | 82,000 | $1.27M | 1.12% | 00.0% | Unchanged |
| Elequin Capital LP | 94,010 | $1.45M | 0.41% | +94,010 | New |
| Raymond James Financial Services Advisors, Inc. | 108,769 | $1.68M | 0.00% | +4,034+3.9% | Added |
| Insigneo Advisory Services, LLC | 130,724 | $2.02M | 0.76% | +130,724 | New |
| Lazard Asset Management LLC | 144,486 | $2.23M | 0.00% | +306+0.2% | Added |
| Epiq Partners, LLC | 146,449 | $2.26M | 1.50% | −20,652−12.4% | Reduced |
| Landscape Capital Management, L.L.C. | 159,087 | $2.45M | 0.36% | −1,188−0.7% | Reduced |
| First Republic Investment Management, Inc. | 164,077 | $2.53M | 0.01% | −39,835−19.5% | Reduced |
| Atlas Wealth LLC | 165,908 | $2.56M | 0.69% | +165,908 | New |
| Ameriprise Financial Inc | 175,008 | $2.70M | 0.00% | +487+0.3% | Added |
| Rockefeller Capital Management L.P. | 190,973 | $2.95M | 0.01% | +18,996+11.0% | Added |
| LPL Financial LLC | 191,778 | $2.96M | 0.00% | +19,410+11.3% | Added |
| Clough Capital Partners L P | 202,736 | $3.13M | 0.32% | +202,736 | New |
| Weiss Asset Management LP | 241,075 | $3.72M | 0.18% | +241,075 | New |
| Stifel Financial Corp | 253,407 | $3.91M | 0.01% | −33,191−11.6% | Reduced |
| Royal Bank of Canada | 266,611 | $4.11M | 0.00% | +2,477+0.9% | Added |
| Woodline Partners LP | 269,168 | $4.15M | 0.06% | +269,168 | New |
| Wolverine Asset Management LLC | 311,039 | $4.80M | 0.07% | +87,984+39.4% | Added |
| Logan Stone Capital, LLC | 338,129 | $5.22M | 1.95% | +84,373+33.2% | Added |
| City of London Investment Management Co Ltd | 408,712 | $6.31M | 0.51% | +13,524+3.4% | Added |
| Quantedge Capital Pte Ltd | 621,200 | $9.59M | 3.21% | +157,200+33.9% | Added |
| Karpus Management, Inc. | 771,634 | $11.9M | 0.40% | +658,742+583.5% | Added |
| Raymond James & Associates | 844,910 | $13.0M | 0.01% | −105,887−11.1% | Reduced |
| Wells Fargo & Company | 987,484 | $15.2M | 0.00% | −456,771−31.6% | Reduced |
| 1607 Capital Partners, LLC | 1,515,365 | $23.4M | 1.61% | +479,689+46.3% | Added |
| Rivernorth Capital Management, LLC | 1,567,953 | $24.2M | 1.09% | +1,032,128+192.6% | Added |
| UBS Group AG | 2,126,302 | $32.8M | 0.02% | −750,717−26.1% | Reduced |
| Cornerstone Advisors, LLC | 2,183,844 | $33.7M | 1.66% | +308,630+16.5% | Added |
| Saba Capital Management, L.P. | 2,468,311 | $38.1M | 0.64% | +2,468,311 | New |
| Bank of America Corp | 2,529,982 | $39.0M | 0.00% | −545,409−17.7% | Reduced |
| Morgan Stanley | 5,469,775 | $84.4M | 0.01% | −586,467−9.7% | Reduced |
| 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 |