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