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 2023
Institutional positions in BlackRock Health Sciences Term Trust as of Dec 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
- 106
- +10 vs. Q3 2023
- Shares held
- 39.9M
- +8.95M (+28.9%) vs. Q3 2023
- Total value
- $584.4M
- +$138.6M (+31.1%) vs. Q3 2023
- New holders
- 21
- 33 more added
- Sold out
- 11
- 32 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 16,786,838 | $245.9M | 6.05% | +8,439,174+101.1% | Added |
| Morgan Stanley | 3,832,214 | $56.1M | 0.00% | −1,046,846−21.5% | Reduced |
| Rivernorth Capital Management, LLC | 1,970,242 | $28.9M | 1.38% | +285,378+16.9% | Added |
| 1607 Capital Partners, LLC | 1,558,331 | $22.8M | 1.60% | −15,450−1.0% | Reduced |
| Bank of America Corp | 1,548,139 | $22.7M | 0.00% | −863,623−35.8% | Reduced |
| Invesco Ltd. | 1,353,405 | $19.8M | 0.00% | −11,261−0.8% | Reduced |
| UBS Group AG | 1,346,775 | $19.7M | 0.01% | −601,965−30.9% | Reduced |
| Almitas Capital LLC | 1,293,211 | $18.9M | 6.53% | +1,189,017+1,141.2% | Added |
| Karpus Management, Inc. | 1,217,589 | $17.8M | 0.54% | +259,464+27.1% | Added |
| Wells Fargo & Company | 803,406 | $11.8M | 0.00% | −273,197−25.4% | Reduced |
| Lazard Asset Management LLC | 642,545 | $9.41M | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 583,731 | $8.55M | 0.38% | +17,500+3.1% | Added |
| Raymond James & Associates | 515,961 | $7.56M | 0.01% | −35,673−6.5% | Reduced |
| Landscape Capital Management, L.L.C. | 506,994 | $7.43M | 0.66% | +448,922+773.0% | Added |
| Sit Investment Associates Inc | 481,133 | $7.05M | 0.17% | +481,133 | New |
| CNH Partners LLC | 461,652 | $6.76M | 0.27% | +301,072+187.5% | Added |
| Quantedge Capital Pte Ltd | 375,026 | $5.49M | 2.68% | +120,800+47.5% | Added |
| Royal Bank of Canada | 358,116 | $5.25M | 0.00% | +51,893+16.9% | Added |
| City of London Investment Management Co Ltd | 333,561 | $4.89M | 0.40% | −23,646−6.6% | Reduced |
| Logan Stone Capital, LLC | 279,830 | $4.10M | 0.83% | +279,830 | New |
| Allspring Global Investments Holdings, LLC | 274,585 | $4.02M | 0.01% | +8,985+3.4% | Added |
| Wolverine Asset Management LLC | 274,318 | $4.02M | 0.06% | +198,177+260.3% | Added |
| Stifel Financial Corp | 266,895 | $3.91M | 0.00% | +20,432+8.3% | Added |
| Weiss Asset Management LP | 182,218 | $2.67M | 0.19% | +182,218 | New |
| LPL Financial LLC | 168,756 | $2.47M | 0.00% | −105,909−38.6% | Reduced |
| Rockefeller Capital Management L.P. | 158,699 | $2.32M | 0.01% | −81,008−33.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 155,265 | $2.27M | 0.00% | −31,301−16.8% | Reduced |
| Commonwealth Equity Services, LLC | 136,501 | $2.00M | 0.00% | +15,244+12.6% | Added |
| JPMorgan Chase & Co | 123,184 | $1.80M | 0.00% | +27,957+29.4% | Added |
| Insigneo Advisory Services, LLC | 113,151 | $1.66M | 0.23% | +277+0.2% | Added |
| Susquehanna International Group, LLP | 99,038 | $1.45M | 0.00% | +2,972+3.1% | Added |
| Clough Capital Partners L P | 93,000 | $1.36M | 0.15% | −56,782−37.9% | Reduced |
| Qube Research & Technologies Ltd | 86,538 | $1.27M | 0.00% | +10,542+13.9% | Added |
| Oppenheimer & Co Inc | 76,699 | $1.12M | 0.02% | +1,536+2.0% | Added |
| Ameriprise Financial Inc | 75,391 | $1.10M | 0.00% | −6,549−8.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 72,657 | $1.06M | 0.25% | +57,865+391.2% | Added |
| HighTower Advisors, LLC | 69,907 | $1.02M | 0.00% | +69,907 | New |
| Kavar Capital Partners Group, LLC | 68,250 | $999.9K | 0.11% | +15,817+30.2% | Added |
| Walleye Capital LLC | 61,745 | $904.6K | 0.01% | +33,838+121.3% | Added |
| Matisse Capital | 51,296 | $751.5K | 0.40% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 49,426 | $724.0K | 0.00% | +5,869+13.5% | Added |
| Advisor Group Holdings, Inc. | 49,066 | $718.8K | 0.00% | −41,979−46.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,522 | $652.2K | 0.01% | −1,162−2.5% | Reduced |
| Kayne Anderson Capital Advisors LP | 36,000 | $527.4K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,791 | $524.3K | 0.00% | +6,935+24.0% | Added |
| Marathon Trading Investment Management LLC | 35,000 | $512.8K | 0.10% | +35,000 | New |
| Brown, Lisle/Cummings, Inc. | 34,633 | $507.4K | 0.19% | +9,671+38.7% | Added |
| Truist Financial Corp | 32,146 | $470.9K | 0.00% | −10,412−24.5% | Reduced |
| Eschler Asset Management LLP | 30,000 | $465.9K | 0.37% | +30,000 | New |
| Quarry LP | 30,800 | $451.2K | 0.23% | −7,982−20.6% | Reduced |
| Janney Montgomery Scott LLC | 30,818 | $451.0K | 0.00% | −118−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 30,559 | $447.7K | 0.00% | +4,604+17.7% | Added |
| Sentinel Trust Co Lba | 30,476 | $446.0K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 29,398 | $430.7K | 0.00% | +29,398 | New |
| NWF Advisory Services Inc. | 28,313 | $414.8K | 0.08% | −700−2.4% | Reduced |
| CI Private Wealth, LLC | 26,025 | $381.3K | 0.00% | +16,025+160.3% | Added |
| Wedbush Securities Inc | 25,770 | $378.0K | 0.02% | +10,260+66.2% | Added |
| Cetera Advisor Networks LLC | 23,216 | $340.1K | 0.00% | +23,216 | New |
| Advisors Asset Management, Inc. | 22,095 | $323.7K | 0.01% | −2,461−10.0% | Reduced |
| Laurel Wealth Advisors LLC | 21,102 | $309.1K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,066 | $308.6K | 0.00% | +21,066 | New |
| Nova R Wealth, Inc. | 20,750 | $304.0K | 0.19% | −8,366−28.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 20,143 | $295.1K | 0.03% | +20,143 | New |
| Virtu Financial LLC | 19,857 | $291.0K | 0.02% | +8,256+71.2% | Added |
| Brown Brothers Harriman & Co | 17,885 | $262.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 17,776 | $260.4K | 0.08% | +17,776 | New |
| Dakota Wealth Management | 17,112 | $250.7K | 0.01% | +17,112 | New |
| HRT Financial LP | 16,627 | $243.0K | 0.00% | −3,731−18.3% | Reduced |
| Chapin Davis, Inc. | 16,550 | $242.5K | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,678 | $229.7K | 0.00% | −37,810−70.7% | Reduced |
| Pathstone Holdings, LLC | 15,143 | $221.8K | 0.00% | +15,143 | New |
| Concurrent Investment Advisors, LLC | 14,033 | $205.6K | 0.01% | +14,033 | New |
| Pine Valley Investments Ltd Liability Co | 13,088 | $191.7K | 0.02% | +822+6.7% | Added |
| Evolution Wealth Advisors, LLC | 12,500 | $183.1K | 0.04% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 12,210 | $178.9K | 0.05% | +12,210 | New |
| CWM, LLC | 12,124 | $178.0K | 0.00% | +12,123+1,212,300.0% | Added |
| Biltmore Family Office, LLC | 12,123 | $177.6K | 0.04% | −26,351−68.5% | Reduced |
| Comerica Bank | 11,798 | $172.8K | 0.00% | −6,064−33.9% | Reduced |
| Corrado Advisors, LLC | 11,617 | $170.2K | 0.14% | −3,908−25.2% | Reduced |
| Stratos Wealth Advisors, LLC | 11,602 | $170.0K | 0.01% | +11,602 | New |
| Claro Advisors LLC | 10,710 | $156.9K | 0.03% | −972−8.3% | Reduced |
| NewEdge Wealth, LLC | 10,500 | $153.8K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 10,300 | $150.9K | 0.03% | 00.0% | Unchanged |
| BlackRock Inc. | 10,001 | $146.5K | 0.00% | +10.0% | Added |
| Northwestern Mutual Wealth Management Co | 6,382 | $93.5K | 0.00% | +882+16.0% | Added |
| Harbour Investments, Inc. | 6,295 | $92.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,301 | $78.0K | 0.05% | +5,301 | New |
| Benjamin F. Edwards & Company, Inc. | 4,792 | $70.0K | 0.00% | +930+24.1% | Added |
| Global Retirement Partners, LLC | 3,755 | $56.3K | 0.00% | −838−18.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,000 | $29.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,792 | $26.0K | 0.00% | +1,792 | New |
| Hollencrest Capital Management | 1,407 | $20.6K | 0.00% | −525−27.2% | Reduced |
| Cape Investment Advisory, Inc. | 1,275 | $18.7K | 0.01% | +1,275 | New |
| Sunbelt Securities, Inc. | 1,240 | $18.2K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 405 | $15.0K | 0.00% | +405 | New |
| Thomas J. Herzfeld Advisors, Inc. | 850 | $12.5K | 0.00% | −102,650−99.2% | Reduced |
| Tower Research Capital LLC (TRC) | 632 | $9.26K | 0.00% | −2,132−77.1% | Reduced |
| GWM Advisors LLC | 528 | $7.74K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 500 | $7.33K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 500 | $7.33K | 0.00% | 00.0% | Unchanged |