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, Q1 2023
Institutional positions in BlackRock Health Sciences Term Trust as of Mar 31, 2023. 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
- 85
- +3 vs. Q4 2022
- Shares held
- 27.6M
- +1.31M (+5.0%) vs. Q4 2022
- Total value
- $461.9M
- +$55.9M (+13.8%) vs. Q4 2022
- New holders
- 17
- 41 more added
- Sold out
- 14
- 20 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,537,240 | $92.5M | 0.01% | +67,465+1.2% | Added |
| Saba Capital Management, L.P. | 4,476,684 | $74.8M | 1.81% | +2,008,373+81.4% | Added |
| Bank of America Corp | 2,551,535 | $42.6M | 0.00% | +21,553+0.9% | Added |
| UBS Group AG | 2,180,744 | $36.4M | 0.02% | +54,442+2.6% | Added |
| Rivernorth Capital Management, LLC | 1,637,579 | $27.4M | 1.32% | +69,626+4.4% | Added |
| Invesco Ltd. | 1,615,259 | $27.0M | 0.01% | +1,583,695+5,017.4% | Added |
| 1607 Capital Partners, LLC | 1,572,226 | $26.3M | 1.85% | +56,861+3.8% | Added |
| Wells Fargo & Company | 1,048,836 | $17.5M | 0.01% | +61,352+6.2% | Added |
| Karpus Management, Inc. | 823,120 | $13.8M | 0.43% | +51,486+6.7% | Added |
| Cornerstone Advisors, LLC | 816,082 | $13.6M | 0.63% | −1,367,762−62.6% | Reduced |
| Raymond James & Associates | 801,200 | $13.4M | 0.01% | −43,710−5.2% | Reduced |
| Quantedge Capital Pte Ltd | 430,433 | $7.19M | 2.81% | −190,767−30.7% | Reduced |
| City of London Investment Management Co Ltd | 399,181 | $6.66M | 0.51% | −9,531−2.3% | Reduced |
| Woodline Partners LP | 305,322 | $5.10M | 0.07% | +36,154+13.4% | Added |
| Royal Bank of Canada | 256,980 | $4.29M | 0.00% | −9,631−3.6% | Reduced |
| Stifel Financial Corp | 255,771 | $4.27M | 0.01% | +2,364+0.9% | Added |
| Clough Capital Partners L P | 243,136 | $4.06M | 0.44% | +40,400+19.9% | Added |
| LPL Financial LLC | 213,988 | $3.58M | 0.00% | +22,210+11.6% | Added |
| Rockefeller Capital Management L.P. | 191,087 | $3.19M | 0.01% | +114+0.1% | Added |
| Ameriprise Financial Inc | 178,771 | $2.99M | 0.00% | +3,763+2.2% | Added |
| Atlas Wealth LLC | 170,548 | $2.85M | 0.56% | +4,640+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 150,883 | $2.52M | 0.00% | +42,114+38.7% | Added |
| Lazard Asset Management LLC | 144,466 | $2.41M | 0.00% | −200.0% | Reduced |
| First Republic Investment Management, Inc. | 141,778 | $2.37M | 0.01% | −22,299−13.6% | Reduced |
| Epiq Partners, LLC | 134,189 | $2.24M | 1.55% | −12,260−8.4% | Reduced |
| Commonwealth Equity Services, LLC | 129,691 | $2.17M | 0.00% | +52,656+68.4% | Added |
| Insigneo Advisory Services, LLC | 118,953 | $1.99M | 0.63% | −11,771−9.0% | Reduced |
| Matisse Capital | 82,000 | $1.37M | 0.88% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 72,023 | $1.20M | 0.00% | +53,742+294.0% | Added |
| Advisor Group Holdings, Inc. | 71,712 | $1.20M | 0.00% | +22,080+44.5% | Added |
| Cohen & Steers, Inc. | 71,006 | $1.19M | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 59,887 | $1.00M | 0.22% | −2,353−3.8% | Reduced |
| Truist Financial Corp | 54,495 | $910.6K | 0.00% | −2,644−4.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 53,244 | $889.7K | 0.04% | −5,538−9.4% | Reduced |
| Oppenheimer & Co Inc | 44,266 | $739.7K | 0.02% | +4,263+10.7% | Added |
| Advisors Asset Management, Inc. | 43,892 | $733.4K | 0.01% | −14,101−24.3% | Reduced |
| Nova R Wealth, Inc. | 41,006 | $685.2K | 0.46% | +78+0.2% | Added |
| Qube Research & Technologies Ltd | 40,154 | $671.0K | 0.00% | +4,800+13.6% | Added |
| Steward Partners Investment Advisory, LLC | 32,926 | $550.2K | 0.01% | +5,858+21.6% | Added |
| Sentinel Trust Co Lba | 30,476 | $509.0K | 0.07% | −331−1.1% | Reduced |
| First Trust Advisors LP | 28,778 | $480.9K | 0.00% | −38,421−57.2% | Reduced |
| CNH Partners LLC | 26,928 | $450.0K | 0.01% | +26,928 | New |
| Private Advisor Group, LLC | 25,348 | $423.6K | 0.00% | +4,347+20.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,277 | $406.0K | 0.00% | +2,278+10.4% | Added |
| Brown, Lisle/Cummings, Inc. | 23,420 | $391.3K | 0.20% | +89+0.4% | Added |
| NWF Advisory Services Inc. | 22,113 | $363.1K | 0.08% | +22,113 | New |
| Laurel Wealth Advisors LLC | 21,102 | $352.6K | 0.08% | +21,102 | New |
| The PNC Financial Services Group, Inc. | 20,415 | $341.1K | 0.00% | +2,485+13.9% | Added |
| SkyView Investment Advisors, LLC | 20,000 | $334.0K | 0.08% | +20,000 | New |
| Chapin Davis, Inc. | 16,550 | $276.6K | 0.14% | +1,150+7.5% | Added |
| Quarry LP | 16,400 | $274.0K | 0.15% | +16,400 | New |
| BlackDiamond Wealth Management Inc. | 16,651 | $271.6K | 0.28% | +959+6.1% | Added |
| Stockman Wealth Management, Inc. | 16,250 | $271.5K | 0.06% | −525−3.1% | Reduced |
| Corrado Advisors, LLC | 15,469 | $258.5K | 0.17% | +9+0.1% | Added |
| National Asset Management, Inc. | 14,280 | $238.6K | 0.01% | +2,018+16.5% | Added |
| Pathstone Family Office, LLC | 14,052 | $234.8K | 0.00% | +371+2.7% | Added |
| BlackRock Inc. | 13,110 | $219.1K | 0.00% | +3,109+31.1% | Added |
| Claro Advisors LLC | 12,501 | $208.9K | 0.06% | +844+7.2% | Added |
| Evolution Wealth Advisors, LLC | 12,500 | $208.9K | 0.05% | +12,500 | New |
| Landscape Capital Management, L.L.C. | 12,336 | $206.1K | 0.03% | −146,751−92.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,833 | $130.9K | 0.00% | +2,333+42.4% | Added |
| Global Retirement Partners, LLC | 6,709 | $109.6K | 0.01% | −595−8.1% | Reduced |
| Harbour Investments, Inc. | 6,295 | $105.2K | 0.01% | +525+9.1% | Added |
| Icon Wealth Partners, LLC | 6,255 | $104.5K | 0.01% | +6,255 | New |
| Blue Bell Private Wealth Management, LLC | 4,592 | $76.7K | 0.02% | −3,110−40.4% | Reduced |
| Elequin Capital LP | 4,500 | $75.2K | 0.05% | −89,510−95.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,967 | $66.0K | 0.00% | +3,457+677.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,000 | $33.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,932 | $32.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,740 | $28.2K | 0.00% | +1,740 | New |
| Belpointe Asset Management LLC | 975 | $16.3K | 0.00% | +675+225.0% | Added |
| HHM Wealth Advisors, LLC | 801 | $13.4K | 0.00% | +801 | New |
| Ahrens Investment Partners LLC | 600 | $10.0K | 0.00% | +600 | New |
| CWM, LLC | 617 | $10.0K | 0.00% | +17+2.8% | Added |
| Fifth Third Bancorp | 500 | $8.36K | 0.00% | +500 | New |
| Chesapeake Asset Management LLC | 500 | $8.36K | 0.01% | +500 | New |
| Tower Research Capital LLC (TRC) | 334 | $6.00K | 0.00% | +334 | New |
| Signaturefd, LLC | 333 | $5.56K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 185 | $3.09K | 0.00% | +5+2.8% | Added |
| WealthPLAN Partners, LLC | 165 | $2.76K | 0.00% | +165 | New |
| EverSource Wealth Advisors, LLC | 119 | $1.99K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 85 | $1.42K | 0.00% | +85 | New |
| Sound Income Strategies, LLC | 30 | $501 | 0.00% | +30 | New |
| Allworth Financial LP | 10 | $174 | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 743 | – | – | +743 | New |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −338,129−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −311,039−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −241,075−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −74,681−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −47,761−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −45,433−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −39,049−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −22,590−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −11,153−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |