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.
Q4 2023 vs. Q3 2023
How the institutions holding BlackRock Health Sciences Term Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 98 | 2 | 106 | +10 |
| Shares | 31.1M | 144.2K | 39.9M | +8.95M (+28.9%) |
| Value | $447.9M | $2.08M | $584.4M | +$138.6M (+31.1%) |
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held BlackRock Health Sciences Term Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sit Investment Associates Inc | 481,133 | $7.05M | 0.17% |
| Logan Stone Capital, LLC | 279,830 | $4.10M | 0.83% |
| Weiss Asset Management LP | 182,218 | $2.67M | 0.19% |
| HighTower Advisors, LLC | 69,907 | $1.02M | 0.00% |
| Marathon Trading Investment Management LLC | 35,000 | $512.8K | 0.10% |
| Eschler Asset Management LLP | 30,000 | $465.9K | 0.37% |
| Citadel Advisors LLC | 29,398 | $430.7K | 0.00% |
| Cetera Advisor Networks LLC | 23,216 | $340.1K | 0.00% |
| Envestnet Asset Management Inc | 21,066 | $308.6K | 0.00% |
| Kingswood Wealth Advisors, LLC | 20,143 | $295.1K | 0.03% |
| Elequin Capital LP | 17,776 | $260.4K | 0.08% |
| Dakota Wealth Management | 17,112 | $250.7K | 0.01% |
| Pathstone Holdings, LLC | 15,143 | $221.8K | 0.00% |
| Concurrent Investment Advisors, LLC | 14,033 | $205.6K | 0.01% |
| Stablepoint Partners, LLC | 12,210 | $178.9K | 0.05% |
| Stratos Wealth Advisors, LLC | 11,602 | $170.0K | 0.01% |
| Covestor Ltd | 5,301 | $78.0K | 0.05% |
| Bessemer Group Inc | 1,792 | $26.0K | 0.00% |
| Cape Investment Advisory, Inc. | 1,275 | $18.7K | 0.01% |
| LM Advisors LLC | 405 | $15.0K | 0.00% |
| FMR LLC | 2 | $29 | 0.00% |
Sold out (11)
Institutions that held BlackRock Health Sciences Term Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Atlas Wealth LLC | 176,669 | $2.55M |
| Epiq Partners, LLC | 103,000 | $1.48M |
| Alpine Global Management, LLC | 74,554 | $1.07M |
| Camden Capital, LLC | 38,150 | $549.7K |
| SkyView Investment Advisors, LLC | 22,000 | $317.0K |
| National Asset Management, Inc. | 17,363 | $250.2K |
| BlackDiamond Wealth Management Inc. | 18,172 | $236.6K |
| Cohen & Steers, Inc. | 16,006 | $231.0K |
| Ieq Capital, LLC | 15,441 | $222.5K |
| Carmel Capital Partners, LLC | 6,375 | $91.9K |
| Key Financial Inc | 1,000 | $14.4K |
Not filed for Q4 2023 yet (2)
Institutions that held BlackRock Health Sciences Term Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| First Republic Investment Management, Inc. | 129,379 | $1.86M |
| Pathstone Family Office, LLC | 14,845 | $213.9K |