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 2024
Institutional positions in BlackRock Health Sciences Term Trust as of Mar 31, 2024. 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
- 99
- −7 vs. Q4 2023
- Shares held
- 43.3M
- +3.45M (+8.6%) vs. Q4 2023
- Total value
- $710.3M
- +$125.8M (+21.5%) vs. Q4 2023
- New holders
- 12
- 29 more added
- Sold out
- 19
- 37 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 20,492,010 | $335.9M | 7.37% | +3,705,172+22.1% | Added |
| Morgan Stanley | 3,807,089 | $62.4M | 0.01% | −25,125−0.7% | Reduced |
| Sit Investment Associates Inc | 1,662,810 | $27.3M | 0.63% | +1,181,677+245.6% | Added |
| Rivernorth Capital Management, LLC | 1,536,055 | $25.2M | 1.22% | −434,187−22.0% | Reduced |
| Invesco Ltd. | 1,497,084 | $24.5M | 0.01% | +143,679+10.6% | Added |
| Sessa Capital IM, L.P. | 1,457,734 | $23.9M | 0.93% | +1,457,734 | New |
| Bank of America Corp | 1,422,431 | $23.3M | 0.00% | −125,708−8.1% | Reduced |
| Karpus Management, Inc. | 1,398,681 | $22.9M | 0.66% | +181,092+14.9% | Added |
| UBS Group AG | 1,363,579 | $22.3M | 0.01% | +16,804+1.2% | Added |
| 1607 Capital Partners, LLC | 1,342,765 | $22.0M | 1.79% | −215,566−13.8% | Reduced |
| Almitas Capital LLC | 930,918 | $15.3M | 6.30% | −362,293−28.0% | Reduced |
| Lazard Asset Management LLC | 798,962 | $13.1M | 0.02% | +156,417+24.3% | Added |
| Wells Fargo & Company | 762,597 | $12.5M | 0.00% | −40,809−5.1% | Reduced |
| Raymond James & Associates | 510,196 | $8.36M | 0.01% | −5,765−1.1% | Reduced |
| Royal Bank of Canada | 361,766 | $5.93M | 0.00% | +3,650+1.0% | Added |
| City of London Investment Management Co Ltd | 302,644 | $4.96M | 0.41% | −30,917−9.3% | Reduced |
| Stifel Financial Corp | 288,934 | $4.74M | 0.01% | +22,039+8.3% | Added |
| Landscape Capital Management, L.L.C. | 268,365 | $4.40M | 0.38% | −238,629−47.1% | Reduced |
| CNH Partners LLC | 267,019 | $4.38M | 0.15% | −194,633−42.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 240,563 | $3.94M | 0.01% | −34,022−12.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 189,788 | $3.11M | 0.00% | +34,523+22.2% | Added |
| Quantedge Capital Pte Ltd | 184,465 | $3.02M | 1.27% | −190,561−50.8% | Reduced |
| LPL Financial LLC | 179,464 | $2.94M | 0.00% | +10,708+6.3% | Added |
| Oppenheimer & Co Inc | 145,268 | $2.38M | 0.04% | +68,569+89.4% | Added |
| Commonwealth Equity Services, LLC | 142,038 | $2.33M | 0.00% | +5,537+4.1% | Added |
| Rockefeller Capital Management L.P. | 133,735 | $2.19M | 0.01% | −24,964−15.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 119,198 | $1.95M | 0.42% | +46,541+64.1% | Added |
| Insigneo Advisory Services, LLC | 110,510 | $1.81M | 0.22% | −2,641−2.3% | Reduced |
| Susquehanna International Group, LLP | 94,828 | $1.55M | 0.00% | −4,210−4.3% | Reduced |
| Qube Research & Technologies Ltd | 86,538 | $1.42M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 62,050 | $1.02M | 0.00% | −13,341−17.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,523 | $959.0K | 0.00% | +9,097+18.4% | Added |
| CI Private Wealth, LLC | 55,128 | $892.8K | 0.00% | +29,103+111.8% | Added |
| Absolute Investment Advisers LLC | 54,123 | $887.1K | 0.12% | +54,123 | New |
| Clough Capital Partners L P | 48,000 | $786.7K | 0.09% | −45,000−48.4% | Reduced |
| Advisor Group Holdings, Inc. | 47,512 | $778.7K | 0.00% | −1,554−3.2% | Reduced |
| JPMorgan Chase & Co | 45,157 | $740.1K | 0.00% | −78,027−63.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 40,217 | $659.2K | 0.01% | −4,305−9.7% | Reduced |
| Private Advisor Group, LLC | 36,014 | $590.3K | 0.00% | +223+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 35,696 | $585.0K | 0.20% | +1,063+3.1% | Added |
| The PNC Financial Services Group, Inc. | 35,404 | $580.3K | 0.00% | +4,845+15.9% | Added |
| Kavar Capital Partners Group, LLC | 33,500 | $549.1K | 0.10% | −34,750−50.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32,658 | $535.3K | 0.02% | +30,658+1,532.9% | Added |
| Family Management Corp | 32,529 | $533.1K | 0.10% | +32,529 | New |
| Marathon Trading Investment Management LLC | 31,200 | $511.4K | 0.20% | −3,800−10.9% | Reduced |
| Truist Financial Corp | 30,878 | $506.1K | 0.00% | −1,268−3.9% | Reduced |
| Sentinel Trust Co Lba | 30,476 | $500.0K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 30,272 | $496.0K | 0.00% | −546−1.8% | Reduced |
| Boothbay Fund Management, LLC | 30,000 | $491.7K | 0.01% | +30,000 | New |
| Eschler Asset Management LLP | 30,000 | $490.2K | 0.32% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 28,668 | $469.9K | 0.08% | +355+1.3% | Added |
| Wedbush Securities Inc | 26,700 | $438.0K | 0.02% | +930+3.6% | Added |
| Quarry LP | 24,423 | $400.3K | 0.16% | −6,377−20.7% | Reduced |
| Chapin Davis, Inc. | 22,050 | $361.4K | 0.13% | +5,500+33.2% | Added |
| Kingswood Wealth Advisors, LLC | 21,988 | $360.4K | 0.04% | +1,845+9.2% | Added |
| Laurel Wealth Advisors LLC | 21,102 | $345.9K | 0.06% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 20,374 | $333.9K | 0.17% | −376−1.8% | Reduced |
| Brown Brothers Harriman & Co | 17,885 | $293.1K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 17,327 | $284.0K | 0.01% | +215+1.3% | Added |
| Citadel Advisors LLC | 16,677 | $273.3K | 0.00% | −12,721−43.3% | Reduced |
| Comerica Bank | 15,469 | $253.5K | 0.00% | +3,671+31.1% | Added |
| National Asset Management, Inc. | 17,363 | $250.2K | 0.01% | +17,363 | New |
| Stablepoint Partners, LLC | 14,417 | $236.3K | 0.05% | +2,207+18.1% | Added |
| Pine Valley Investments Ltd Liability Co | 13,088 | $214.5K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 12,500 | $204.9K | 0.04% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 12,123 | $198.7K | 0.04% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 11,636 | $190.7K | 0.13% | +19+0.2% | Added |
| Wolverine Asset Management LLC | 11,434 | $187.4K | 0.00% | −262,884−95.8% | Reduced |
| Stratos Wealth Advisors, LLC | 11,238 | $184.2K | 0.01% | −364−3.1% | Reduced |
| Concurrent Investment Advisors, LLC | 11,013 | $180.5K | 0.01% | −3,020−21.5% | Reduced |
| CWM, LLC | 10,566 | $173.0K | 0.00% | −1,558−12.9% | Reduced |
| Virtu Financial LLC | 10,336 | $169.0K | 0.01% | −9,521−47.9% | Reduced |
| Stockman Wealth Management, Inc. | 10,300 | $168.8K | 0.03% | 00.0% | Unchanged |
| BlackRock Inc. | 10,000 | $163.9K | 0.00% | −10.0% | Reduced |
| NewEdge Wealth, LLC | 10,500 | $155.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,295 | $103.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,830 | $96.0K | 0.00% | +1,038+21.7% | Added |
| Northwestern Mutual Wealth Management Co | 5,500 | $90.1K | 0.00% | −882−13.8% | Reduced |
| Covestor Ltd | 5,301 | $87.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $82.0K | 0.00% | +5,000 | New |
| Global Retirement Partners, LLC | 3,778 | $61.9K | 0.00% | +23+0.6% | Added |
| CoreCap Advisors, LLC | 2,700 | $44.3K | 0.00% | +2,700 | New |
| Cornerstone Advisors, LLC | 1,773 | $29.1K | 0.00% | −581,958−99.7% | Reduced |
| Hollencrest Capital Management | 1,407 | $23.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,240 | $20.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 528 | $8.66K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 500 | $8.20K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 500 | $8.20K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 400 | $6.54K | 0.00% | +400 | New |
| NCP Inc. | 391 | $6.40K | 0.00% | +391 | New |
| CIBC Private Wealth Group, LLC | 320 | $5.23K | 0.00% | +320 | New |
| Assetmark, Inc | 193 | $3.16K | 0.00% | +193 | New |
| Register Financial Advisors LLC | 125 | $2.05K | 0.00% | +125 | New |
| Ancora Advisors, LLC | 85 | $1.39K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 30 | $492 | 0.00% | −602−95.3% | Reduced |
| Sound Income Strategies, LLC | 30 | $492 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 19 | $311 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $187 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $16 | 0.00% | −1−50.0% | Reduced |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −279,830−100.0% | Sold out |