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, Q2 2023
Institutional positions in BlackRock Health Sciences Term Trust as of Jun 30, 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
- 92
- +8 vs. Q1 2023
- Shares held
- 29.2M
- +1.58M (+5.7%) vs. Q1 2023
- Total value
- $479.8M
- +$17.7M (+3.8%) vs. Q1 2023
- New holders
- 16
- 24 more added
- Sold out
- 8
- 33 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,520,570 | $107.1M | 3.52% | +2,043,886+45.7% | Added |
| Morgan Stanley | 5,102,132 | $83.8M | 0.01% | −435,108−7.9% | Reduced |
| Bank of America Corp | 2,543,091 | $41.8M | 0.00% | −8,444−0.3% | Reduced |
| UBS Group AG | 2,080,987 | $34.2M | 0.01% | −99,757−4.6% | Reduced |
| Rivernorth Capital Management, LLC | 1,637,579 | $26.9M | 1.34% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 1,582,081 | $26.0M | 1.86% | +9,855+0.6% | Added |
| Invesco Ltd. | 1,562,475 | $25.7M | 0.01% | −52,784−3.3% | Reduced |
| Wells Fargo & Company | 1,036,152 | $17.0M | 0.00% | −12,684−1.2% | Reduced |
| Karpus Management, Inc. | 856,797 | $14.1M | 0.44% | +33,677+4.1% | Added |
| Raymond James & Associates | 778,815 | $12.8M | 0.01% | −22,385−2.8% | Reduced |
| Cornerstone Advisors, LLC | 689,490 | $11.3M | 0.54% | −126,592−15.5% | Reduced |
| City of London Investment Management Co Ltd | 391,582 | $6.44M | 0.52% | −7,599−1.9% | Reduced |
| Clough Capital Partners L P | 289,736 | $4.76M | 0.48% | +46,600+19.2% | Added |
| LPL Financial LLC | 273,434 | $4.49M | 0.00% | +59,446+27.8% | Added |
| Quantedge Capital Pte Ltd | 254,326 | $4.18M | 1.86% | −176,107−40.9% | Reduced |
| Stifel Financial Corp | 245,909 | $4.04M | 0.01% | −9,862−3.9% | Reduced |
| Royal Bank of Canada | 245,299 | $4.03M | 0.00% | −11,681−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 231,813 | $3.81M | 0.01% | +40,726+21.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 187,571 | $3.08M | 1.69% | +187,571 | New |
| Raymond James Financial Services Advisors, Inc. | 185,525 | $3.05M | 0.01% | +34,642+23.0% | Added |
| Atlas Wealth LLC | 175,188 | $2.85M | 0.52% | +4,640+2.7% | Added |
| Ameriprise Financial Inc | 169,523 | $2.78M | 0.00% | −9,248−5.2% | Reduced |
| Woodline Partners LP | 144,469 | $2.37M | 0.03% | −160,853−52.7% | Reduced |
| Lazard Asset Management LLC | 144,466 | $2.37M | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 130,943 | $2.15M | 0.01% | −10,835−7.6% | Reduced |
| Commonwealth Equity Services, LLC | 129,395 | $2.13M | 0.00% | −296−0.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 120,580 | $1.98M | 0.79% | +120,580 | New |
| Epiq Partners, LLC | 118,052 | $1.94M | 1.32% | −16,137−12.0% | Reduced |
| Insigneo Advisory Services, LLC | 112,632 | $1.85M | 0.35% | −6,321−5.3% | Reduced |
| Matisse Capital | 81,900 | $1.34M | 0.83% | −100−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 74,127 | $1.22M | 0.00% | +2,415+3.4% | Added |
| Cohen & Steers, Inc. | 71,006 | $1.17M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 66,081 | $1.09M | 0.02% | +21,815+49.3% | Added |
| Quarry LP | 63,000 | $1.03M | 0.67% | +46,600+284.1% | Added |
| Qube Research & Technologies Ltd | 58,472 | $960.1K | 0.00% | +18,318+45.6% | Added |
| Alpine Global Management, LLC | 56,224 | $923.2K | 0.13% | +56,224 | New |
| Kavar Capital Partners Group, LLC | 55,160 | $905.7K | 0.19% | −4,727−7.9% | Reduced |
| Truist Financial Corp | 50,501 | $829.2K | 0.00% | −3,994−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,851 | $654.4K | 0.01% | +6,925+21.0% | Added |
| Advisors Asset Management, Inc. | 39,751 | $652.7K | 0.01% | −4,141−9.4% | Reduced |
| Camden Capital, LLC | 37,966 | $623.4K | 0.07% | +37,966 | New |
| Nova R Wealth, Inc. | 32,212 | $528.9K | 0.36% | −8,794−21.4% | Reduced |
| Sentinel Trust Co Lba | 30,476 | $500.0K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,874 | $491.0K | 0.00% | +5,597+23.1% | Added |
| Janney Montgomery Scott LLC | 29,737 | $488.0K | 0.00% | +29,737 | New |
| SkyView Investment Advisors, LLC | 22,000 | $397.0K | 0.10% | +2,000+10.0% | Added |
| JPMorgan Chase & Co | 24,016 | $394.3K | 0.00% | −48,007−66.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23,712 | $389.4K | 0.17% | +292+1.2% | Added |
| Private Advisor Group, LLC | 23,027 | $378.1K | 0.00% | −2,321−9.2% | Reduced |
| NWF Advisory Services Inc. | 22,113 | $363.1K | 0.08% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 21,622 | $355.0K | 0.11% | +21,622 | New |
| The PNC Financial Services Group, Inc. | 21,210 | $348.3K | 0.00% | +795+3.9% | Added |
| Laurel Wealth Advisors LLC | 21,102 | $346.5K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 19,175 | $314.9K | 0.01% | +19,175 | New |
| BlackDiamond Wealth Management Inc. | 16,995 | $274.3K | 0.23% | +344+2.1% | Added |
| National Asset Management, Inc. | 16,567 | $272.0K | 0.01% | +2,287+16.0% | Added |
| Chapin Davis, Inc. | 16,550 | $271.8K | 0.13% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 15,496 | $254.4K | 0.18% | +27+0.2% | Added |
| Susquehanna International Group, LLP | 15,138 | $248.6K | 0.00% | +15,138 | New |
| Shaker Financial Services, LLC | 15,000 | $246.3K | 0.11% | +15,000 | New |
| Pathstone Family Office, LLC | 14,433 | $237.0K | 0.00% | +381+2.7% | Added |
| Evolution Wealth Advisors, LLC | 12,500 | $205.3K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,977 | $197.0K | 0.02% | +11,977 | New |
| CNH Partners LLC | 11,890 | $195.2K | 0.01% | −15,038−55.8% | Reduced |
| Claro Advisors LLC | 11,666 | $191.6K | 0.05% | −835−6.7% | Reduced |
| Stockman Wealth Management, Inc. | 11,200 | $183.9K | 0.04% | −5,050−31.1% | Reduced |
| Landscape Capital Management, L.L.C. | 11,181 | $183.6K | 0.02% | −1,155−9.4% | Reduced |
| NewEdge Wealth, LLC | 10,500 | $172.4K | 0.01% | +10,500 | New |
| Wedbush Securities Inc | 10,435 | $171.0K | 0.01% | +10,435 | New |
| Level Four Advisory Services, LLC | 10,113 | $166.1K | 0.01% | +10,113 | New |
| BlackRock Inc. | 10,000 | $164.2K | 0.00% | −3,110−23.7% | Reduced |
| Delta Financial Group, Inc. | 10,000 | $164.0K | 0.19% | +10,000 | New |
| Harbour Investments, Inc. | 6,295 | $103.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,887 | $96.7K | 0.00% | −1,946−24.8% | Reduced |
| Global Retirement Partners, LLC | 4,884 | $80.2K | 0.00% | −1,825−27.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,492 | $73.8K | 0.02% | −100−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,967 | $65.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,000 | $32.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,932 | $31.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,740 | $28.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $16.4K | 0.01% | +1,000 | New |
| HHM Wealth Advisors, LLC | 801 | $13.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 634 | $10.0K | 0.00% | +17+2.8% | Added |
| GWM Advisors LLC | 528 | $8.68K | 0.00% | +343+185.4% | Added |
| Chesapeake Asset Management LLC | 500 | $8.21K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 165 | $2.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 119 | $1.95K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 85 | $1.40K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 30 | $493 | 0.00% | −304−91.0% | Reduced |
| Sound Income Strategies, LLC | 30 | $493 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 19 | $312 | 0.00% | +19 | New |
| Allworth Financial LP | 11 | $175 | 0.00% | +1+10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −53,244−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −28,778−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |