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, 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
- +1.55M (+5.6%) vs. Q1 2023
- Total value
- $479.4M
- +$17.4M (+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 | $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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 11 | $175 | 0.00% | +1+10.0% | Added |
| Optimum Investment Advisors | 19 | $312 | 0.00% | +19 | New |
| Tower Research Capital LLC (TRC) | 30 | $493 | 0.00% | −304−91.0% | Reduced |
| Sound Income Strategies, LLC | 30 | $493 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 85 | $1.40K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 119 | $1.95K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 165 | $2.71K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 500 | $8.21K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 528 | $8.68K | 0.00% | +343+185.4% | Added |
| CWM, LLC | 634 | $10.0K | 0.00% | +17+2.8% | Added |
| HHM Wealth Advisors, LLC | 801 | $13.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $16.4K | 0.01% | +1,000 | New |
| Sunbelt Securities, Inc. | 1,740 | $28.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,932 | $31.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,000 | $32.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,967 | $65.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,492 | $73.8K | 0.02% | −100−2.2% | Reduced |
| Global Retirement Partners, LLC | 4,884 | $80.2K | 0.00% | −1,825−27.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,887 | $96.7K | 0.00% | −1,946−24.8% | Reduced |
| Harbour Investments, Inc. | 6,295 | $103.4K | 0.01% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 10,000 | $164.0K | 0.19% | +10,000 | New |
| BlackRock Inc. | 10,000 | $164.2K | 0.00% | −3,110−23.7% | Reduced |
| Level Four Advisory Services, LLC | 10,113 | $166.1K | 0.01% | +10,113 | New |
| Wedbush Securities Inc | 10,435 | $171.0K | 0.01% | +10,435 | New |
| NewEdge Wealth, LLC | 10,500 | $172.4K | 0.01% | +10,500 | New |
| Landscape Capital Management, L.L.C. | 11,181 | $183.6K | 0.02% | −1,155−9.4% | Reduced |
| Stockman Wealth Management, Inc. | 11,200 | $183.9K | 0.04% | −5,050−31.1% | Reduced |
| Claro Advisors LLC | 11,666 | $191.6K | 0.05% | −835−6.7% | Reduced |
| CNH Partners LLC | 11,890 | $195.2K | 0.01% | −15,038−55.8% | Reduced |
| Virtu Financial LLC | 11,977 | $197.0K | 0.02% | +11,977 | New |
| Evolution Wealth Advisors, LLC | 12,500 | $205.3K | 0.05% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 14,433 | $237.0K | 0.00% | +381+2.7% | Added |
| Shaker Financial Services, LLC | 15,000 | $246.3K | 0.11% | +15,000 | New |
| Susquehanna International Group, LLP | 15,138 | $248.6K | 0.00% | +15,138 | New |
| Corrado Advisors, LLC | 15,496 | $254.4K | 0.18% | +27+0.2% | Added |
| Chapin Davis, Inc. | 16,550 | $271.8K | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,567 | $272.0K | 0.01% | +2,287+16.0% | Added |
| BlackDiamond Wealth Management Inc. | 16,995 | $274.3K | 0.23% | +344+2.1% | Added |
| Walleye Capital LLC | 19,175 | $314.9K | 0.01% | +19,175 | New |
| Laurel Wealth Advisors LLC | 21,102 | $346.5K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,210 | $348.3K | 0.00% | +795+3.9% | Added |
| Kingswood Wealth Advisors, LLC | 21,622 | $355.0K | 0.11% | +21,622 | New |
| NWF Advisory Services Inc. | 22,113 | $363.1K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 23,027 | $378.1K | 0.00% | −2,321−9.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23,712 | $389.4K | 0.17% | +292+1.2% | Added |
| JPMorgan Chase & Co | 24,016 | $394.3K | 0.00% | −48,007−66.7% | Reduced |
| SkyView Investment Advisors, LLC | 22,000 | $397.0K | 0.10% | +2,000+10.0% | Added |
| Alpine Global Management, LLC | 28,112 | $461.6K | 0.13% | +28,112 | New |
| Janney Montgomery Scott LLC | 29,737 | $488.0K | 0.00% | +29,737 | New |
| Cambridge Investment Research Advisors, Inc. | 29,874 | $491.0K | 0.00% | +5,597+23.1% | Added |
| Sentinel Trust Co Lba | 30,476 | $500.0K | 0.07% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 32,212 | $528.9K | 0.36% | −8,794−21.4% | Reduced |
| Camden Capital, LLC | 37,966 | $623.4K | 0.07% | +37,966 | New |
| Advisors Asset Management, Inc. | 39,751 | $652.7K | 0.01% | −4,141−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,851 | $654.4K | 0.01% | +6,925+21.0% | Added |
| Truist Financial Corp | 50,501 | $829.2K | 0.00% | −3,994−7.3% | Reduced |
| Kavar Capital Partners Group, LLC | 55,160 | $905.7K | 0.19% | −4,727−7.9% | Reduced |
| Qube Research & Technologies Ltd | 58,472 | $960.1K | 0.00% | +18,318+45.6% | Added |
| Quarry LP | 63,000 | $1.03M | 0.67% | +46,600+284.1% | Added |
| Oppenheimer & Co Inc | 66,081 | $1.09M | 0.02% | +21,815+49.3% | Added |
| Cohen & Steers, Inc. | 71,006 | $1.17M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 74,127 | $1.22M | 0.00% | +2,415+3.4% | Added |
| Matisse Capital | 81,900 | $1.34M | 0.83% | −100−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 112,632 | $1.85M | 0.35% | −6,321−5.3% | Reduced |
| Epiq Partners, LLC | 118,052 | $1.94M | 1.32% | −16,137−12.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 120,580 | $1.98M | 0.79% | +120,580 | New |
| Commonwealth Equity Services, LLC | 129,395 | $2.13M | 0.00% | −296−0.2% | Reduced |
| First Republic Investment Management, Inc. | 130,943 | $2.15M | 0.01% | −10,835−7.6% | Reduced |
| Lazard Asset Management LLC | 144,466 | $2.37M | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 144,469 | $2.37M | 0.03% | −160,853−52.7% | Reduced |
| Ameriprise Financial Inc | 169,523 | $2.78M | 0.00% | −9,248−5.2% | Reduced |
| Atlas Wealth LLC | 175,188 | $2.85M | 0.52% | +4,640+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 185,525 | $3.05M | 0.01% | +34,642+23.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 187,571 | $3.08M | 1.69% | +187,571 | New |
| Rockefeller Capital Management L.P. | 231,813 | $3.81M | 0.01% | +40,726+21.3% | Added |
| Royal Bank of Canada | 245,299 | $4.03M | 0.00% | −11,681−4.5% | Reduced |
| Stifel Financial Corp | 245,909 | $4.04M | 0.01% | −9,862−3.9% | Reduced |
| Quantedge Capital Pte Ltd | 254,326 | $4.18M | 1.86% | −176,107−40.9% | Reduced |
| LPL Financial LLC | 273,434 | $4.49M | 0.00% | +59,446+27.8% | Added |
| Clough Capital Partners L P | 289,736 | $4.76M | 0.48% | +46,600+19.2% | Added |
| City of London Investment Management Co Ltd | 391,582 | $6.44M | 0.52% | −7,599−1.9% | Reduced |
| Cornerstone Advisors, LLC | 689,490 | $11.3M | 0.54% | −126,592−15.5% | Reduced |
| Raymond James & Associates | 778,815 | $12.8M | 0.01% | −22,385−2.8% | Reduced |
| Karpus Management, Inc. | 856,797 | $14.1M | 0.44% | +33,677+4.1% | Added |
| Wells Fargo & Company | 1,036,152 | $17.0M | 0.00% | −12,684−1.2% | Reduced |
| Invesco Ltd. | 1,562,475 | $25.7M | 0.01% | −52,784−3.3% | Reduced |
| 1607 Capital Partners, LLC | 1,582,081 | $26.0M | 1.86% | +9,855+0.6% | Added |
| Rivernorth Capital Management, LLC | 1,637,579 | $26.9M | 1.34% | 00.0% | Unchanged |
| UBS Group AG | 2,080,987 | $34.2M | 0.01% | −99,757−4.6% | Reduced |
| Bank of America Corp | 2,543,091 | $41.8M | 0.00% | −8,444−0.3% | Reduced |
| Morgan Stanley | 5,102,132 | $83.8M | 0.01% | −435,108−7.9% | Reduced |
| Saba Capital Management, L.P. | 6,520,570 | $107.1M | 3.52% | +2,043,886+45.7% | 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 |
| 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 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −743−100.0% | Sold out |