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 2025
Institutional positions in BlackRock Health Sciences Term Trust as of Mar 31, 2025. 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
- −2 vs. Q4 2024
- Shares held
- 43.2M
- −938.0K (−2.1%) vs. Q4 2024
- Total value
- $643.2M
- +$7.41M (+1.2%) vs. Q4 2024
- New holders
- 15
- 33 more added
- Sold out
- 17
- 34 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 20,750,913 | $309.2M | 8.48% | 00.0% | Unchanged |
| Morgan Stanley | 2,929,451 | $43.6M | 0.00% | −243,922−7.7% | Reduced |
| Rivernorth Capital Management, LLC | 2,036,349 | $30.3M | 1.61% | +95,073+4.9% | Added |
| Royal Bank of Canada | 1,594,157 | $23.8M | 0.01% | +1,220,764+326.9% | Added |
| Sit Investment Associates Inc | 1,496,158 | $22.3M | 0.52% | −228,548−13.3% | Reduced |
| Sessa Capital IM, L.P. | 1,444,110 | $21.5M | 0.89% | 00.0% | Unchanged |
| Bank of America Corp | 1,387,612 | $20.7M | 0.00% | +32,265+2.4% | Added |
| UBS Group AG | 1,222,741 | $18.2M | 0.00% | −34,392−2.7% | Reduced |
| Invesco Ltd. | 1,206,849 | $18.0M | 0.00% | −336,896−21.8% | Reduced |
| Penserra Capital Management LLC | 1,122,813 | $16.7M | 0.30% | +81,010+7.8% | Added |
| Karpus Management, Inc. | 919,646 | $13.7M | 0.44% | −223,567−19.6% | Reduced |
| 1607 Capital Partners, LLC | 759,827 | $11.3M | 0.91% | −42,852−5.3% | Reduced |
| Raymond James Financial Inc | 718,720 | $10.7M | 0.00% | −36,102−4.8% | Reduced |
| Wells Fargo & Company | 647,635 | $9.65M | 0.00% | −188,553−22.5% | Reduced |
| Lazard Asset Management LLC | 597,137 | $8.90M | 0.01% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 582,256 | $8.68M | 1.27% | +308,562+112.7% | Added |
| Stifel Financial Corp | 332,199 | $4.95M | 0.01% | −40,013−10.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 302,049 | $4.50M | 0.01% | +6,458+2.2% | Added |
| Quarry LP | 222,175 | $3.31M | 0.85% | +112,514+102.6% | Added |
| Yakira Capital Management, Inc. | 219,316 | $3.27M | 1.33% | +208,713+1,968.4% | Added |
| Almitas Capital LLC | 204,834 | $3.05M | 1.01% | −1,134,764−84.7% | Reduced |
| LPL Financial LLC | 195,565 | $2.91M | 0.00% | +4,397+2.3% | Added |
| Blue Bell Private Wealth Management, LLC | 168,886 | $2.52M | 0.48% | −17,198−9.2% | Reduced |
| Oxford Asset Management LLP | 132,977 | $1.98M | 0.91% | +132,977 | New |
| Advisor Group Holdings, Inc. | 127,611 | $1.90M | 0.00% | +69,315+118.9% | Added |
| Balyasny Asset Management LLC | 125,181 | $1.87M | 0.00% | +125,181 | New |
| Rockefeller Capital Management L.P. | 119,005 | $1.77M | 0.00% | +560+0.5% | Added |
| Oppenheimer & Co Inc | 111,836 | $1.67M | 0.03% | −2,024−1.8% | Reduced |
| NewGen Asset Management Ltd | 86,128 | $1.28M | 1.24% | +86,128 | New |
| Commonwealth Equity Services, LLC | 80,331 | $1.20M | 0.00% | −22,106−21.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 64,090 | $955.0K | 0.00% | +3,698+6.1% | Added |
| Steward Partners Investment Advisory, LLC | 58,230 | $867.6K | 0.01% | +11,524+24.7% | Added |
| Susquehanna International Group, LLP | 57,780 | $860.9K | 0.00% | +17,996+45.2% | Added |
| Quantedge Capital Pte Ltd | 57,554 | $857.6K | 0.27% | −31,300−35.2% | Reduced |
| Fiduciary Trust Co | 55,824 | $831.8K | 0.01% | +31,922+133.6% | Added |
| Nomura Holdings Inc | 55,000 | $819.5K | 0.00% | +55,000 | New |
| NWF Advisory Services Inc. | 53,109 | $791.3K | 0.11% | +53,109 | New |
| Capstone Investment Advisors, LLC | 50,000 | $745.0K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 48,997 | $730.0K | 0.13% | −11,558−19.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 44,260 | $659.5K | 0.19% | +1,549+3.6% | Added |
| NewEdge Wealth, LLC | 42,690 | $636.1K | 0.01% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 41,403 | $616.9K | 0.20% | +41,403 | New |
| Jane Street Group, LLC | 37,913 | $564.9K | 0.00% | −27,587−42.1% | Reduced |
| Wedbush Securities Inc | 36,210 | $540.0K | 0.02% | +14,757+68.8% | Added |
| Janney Montgomery Scott LLC | 30,163 | $449.0K | 0.00% | +2,668+9.7% | Added |
| Private Advisor Group, LLC | 28,376 | $422.8K | 0.00% | +268+1.0% | Added |
| HBK Investments L P | 28,266 | $421.2K | 0.01% | −84,797−75.0% | Reduced |
| HRT Financial LP | 25,534 | $380.0K | 0.00% | +25,534 | New |
| Kingswood Wealth Advisors, LLC | 25,420 | $378.8K | 0.03% | −3,714−12.7% | Reduced |
| SeaCrest Wealth Management, LLC | 24,555 | $365.9K | 0.04% | +24,555 | New |
| The PNC Financial Services Group, Inc. | 23,433 | $349.2K | 0.00% | −7,035−23.1% | Reduced |
| Live Oak Private Wealth LLC | 22,450 | $334.5K | 0.05% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 22,000 | $327.8K | 0.20% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 20,954 | $312.2K | 0.25% | +20,954 | New |
| K2 Principal Fund, L.P. | 20,830 | $310.4K | 0.05% | +4,559+28.0% | Added |
| GWM Advisors LLC | 20,614 | $307.1K | 0.00% | −3,418−14.2% | Reduced |
| Chapin Davis, Inc. | 20,356 | $303.3K | 0.10% | +500+2.5% | Added |
| Kavar Capital Partners Group, LLC | 19,500 | $290.6K | 0.05% | −750−3.7% | Reduced |
| Truist Financial Corp | 18,552 | $276.4K | 0.00% | −1,316−6.6% | Reduced |
| Dakota Wealth Management | 17,879 | $266.4K | 0.01% | −1,735−8.8% | Reduced |
| CI Private Wealth, LLC | 16,025 | $238.8K | 0.00% | −10,200−38.9% | Reduced |
| CoreCap Advisors, LLC | 15,700 | $233.9K | 0.01% | +9,500+153.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,083 | $224.9K | 0.00% | +2,733+22.1% | Added |
| Insigneo Advisory Services, LLC | 14,429 | $215.0K | 0.02% | −10,067−41.1% | Reduced |
| Evolution Wealth Advisors, LLC | 14,240 | $212.2K | 0.04% | +3,125+28.1% | Added |
| Virtu Financial LLC | 14,202 | $212.0K | 0.01% | −124−0.9% | Reduced |
| Sentinel Trust Co Lba | 14,191 | $211.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 13,257 | $197.5K | 0.01% | +13,257 | New |
| Millennium Management LLC | 13,234 | $197.2K | 0.00% | +13,234 | New |
| Stablepoint Partners, LLC | 13,202 | $196.7K | 0.04% | +500+3.9% | Added |
| Ameriprise Financial Inc | 12,734 | $189.7K | 0.00% | −13,155−50.8% | Reduced |
| Baird Financial Group, Inc. | 12,655 | $188.6K | 0.00% | +12,655 | New |
| Clearstead Advisors, LLC | 11,214 | $167.1K | 0.00% | +6,205+123.9% | Added |
| Creative Planning | 10,789 | $160.7K | 0.00% | −1,049−8.9% | Reduced |
| Comerica Bank | 10,145 | $151.2K | 0.00% | −75−0.7% | Reduced |
| Elequin Capital LP | 7,079 | $105.5K | 0.02% | +1,214+20.7% | Added |
| Harbour Investments, Inc. | 6,295 | $93.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,156 | $76.8K | 0.00% | −182,461−97.3% | Reduced |
| BlackRock, Inc. | 5,000 | $74.5K | 0.00% | −5,000−50.0% | Reduced |
| Salem Investment Counselors Inc | 3,003 | $44.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42,718 | $42.7K | 0.01% | +42,718 | New |
| Geneos Wealth Management Inc. | 2,703 | $40.3K | 0.00% | +2,703 | New |
| CWM, LLC | 2,596 | $39.0K | 0.00% | +1,662+177.9% | Added |
| Nova Wealth Management, Inc. | 2,615 | $39.0K | 0.03% | +2,615 | New |
| Estabrook Capital Management | 2,491 | $37.1K | 0.01% | +83+3.4% | Added |
| Larson Financial Group LLC | 2,050 | $30.5K | 0.00% | +700+51.9% | Added |
| WPG Advisers, LLC | 1,301 | $19.4K | 0.02% | +720+123.9% | Added |
| Ameriflex Group, Inc. | 1,085 | $16.2K | 0.01% | −536−33.1% | Reduced |
| Central Pacific Bank - Trust Division | 400 | $5.96K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 395 | $5.89K | 0.01% | −1−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 363 | $4.86K | 0.00% | +12+3.4% | Added |
| Assetmark, Inc | 297 | $4.42K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $4.32K | 0.00% | −2,000−87.3% | Reduced |
| Sunbelt Securities, Inc. | 244 | $3.64K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 76 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $447 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 19 | $283 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $181 | 0.00% | +1+8.3% | Added |
| CF Capital LLC | 0 | $0 | 0.00% | −259,913−100.0% | Sold out |