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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 13 | $181 | 0.00% | +1+8.3% | Added |
| Optimum Investment Advisors | 19 | $283 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $447 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 76 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 244 | $3.64K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $4.32K | 0.00% | −2,000−87.3% | Reduced |
| Assetmark, Inc | 297 | $4.42K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 363 | $4.86K | 0.00% | +12+3.4% | Added |
| NCP Inc. | 395 | $5.89K | 0.01% | −1−0.3% | Reduced |
| Central Pacific Bank - Trust Division | 400 | $5.96K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,085 | $16.2K | 0.01% | −536−33.1% | Reduced |
| WPG Advisers, LLC | 1,301 | $19.4K | 0.02% | +720+123.9% | Added |
| Larson Financial Group LLC | 2,050 | $30.5K | 0.00% | +700+51.9% | Added |
| Estabrook Capital Management | 2,491 | $37.1K | 0.01% | +83+3.4% | Added |
| Nova Wealth Management, Inc. | 2,615 | $39.0K | 0.03% | +2,615 | New |
| CWM, LLC | 2,596 | $39.0K | 0.00% | +1,662+177.9% | Added |
| Geneos Wealth Management Inc. | 2,703 | $40.3K | 0.00% | +2,703 | New |
| SOA Wealth Advisors, LLC. | 42,718 | $42.7K | 0.01% | +42,718 | New |
| Salem Investment Counselors Inc | 3,003 | $44.7K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 5,000 | $74.5K | 0.00% | −5,000−50.0% | Reduced |
| Wolverine Asset Management LLC | 5,156 | $76.8K | 0.00% | −182,461−97.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,295 | $93.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 7,079 | $105.5K | 0.02% | +1,214+20.7% | Added |
| Comerica Bank | 10,145 | $151.2K | 0.00% | −75−0.7% | Reduced |
| Creative Planning | 10,789 | $160.7K | 0.00% | −1,049−8.9% | Reduced |
| Clearstead Advisors, LLC | 11,214 | $167.1K | 0.00% | +6,205+123.9% | Added |
| Baird Financial Group, Inc. | 12,655 | $188.6K | 0.00% | +12,655 | New |
| Ameriprise Financial Inc | 12,734 | $189.7K | 0.00% | −13,155−50.8% | Reduced |
| Stablepoint Partners, LLC | 13,202 | $196.7K | 0.04% | +500+3.9% | Added |
| Millennium Management LLC | 13,234 | $197.2K | 0.00% | +13,234 | New |
| National Asset Management, Inc. | 13,257 | $197.5K | 0.01% | +13,257 | New |
| Sentinel Trust Co Lba | 14,191 | $211.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,202 | $212.0K | 0.01% | −124−0.9% | Reduced |
| Evolution Wealth Advisors, LLC | 14,240 | $212.2K | 0.04% | +3,125+28.1% | Added |
| Insigneo Advisory Services, LLC | 14,429 | $215.0K | 0.02% | −10,067−41.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,083 | $224.9K | 0.00% | +2,733+22.1% | Added |
| CoreCap Advisors, LLC | 15,700 | $233.9K | 0.01% | +9,500+153.2% | Added |
| CI Private Wealth, LLC | 16,025 | $238.8K | 0.00% | −10,200−38.9% | Reduced |
| Dakota Wealth Management | 17,879 | $266.4K | 0.01% | −1,735−8.8% | Reduced |
| Truist Financial Corp | 18,552 | $276.4K | 0.00% | −1,316−6.6% | Reduced |
| Kavar Capital Partners Group, LLC | 19,500 | $290.6K | 0.05% | −750−3.7% | Reduced |
| Chapin Davis, Inc. | 20,356 | $303.3K | 0.10% | +500+2.5% | Added |
| GWM Advisors LLC | 20,614 | $307.1K | 0.00% | −3,418−14.2% | Reduced |
| K2 Principal Fund, L.P. | 20,830 | $310.4K | 0.05% | +4,559+28.0% | Added |
| Bluefin Capital Management, LLC | 20,954 | $312.2K | 0.25% | +20,954 | New |
| Westbourne Investments, Inc. | 22,000 | $327.8K | 0.20% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 22,450 | $334.5K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,433 | $349.2K | 0.00% | −7,035−23.1% | Reduced |
| SeaCrest Wealth Management, LLC | 24,555 | $365.9K | 0.04% | +24,555 | New |
| Kingswood Wealth Advisors, LLC | 25,420 | $378.8K | 0.03% | −3,714−12.7% | Reduced |
| HRT Financial LP | 25,534 | $380.0K | 0.00% | +25,534 | New |
| HBK Investments L P | 28,266 | $421.2K | 0.01% | −84,797−75.0% | Reduced |
| Private Advisor Group, LLC | 28,376 | $422.8K | 0.00% | +268+1.0% | Added |
| Janney Montgomery Scott LLC | 30,163 | $449.0K | 0.00% | +2,668+9.7% | Added |
| Wedbush Securities Inc | 36,210 | $540.0K | 0.02% | +14,757+68.8% | Added |
| Jane Street Group, LLC | 37,913 | $564.9K | 0.00% | −27,587−42.1% | Reduced |
| Maridea Wealth Management LLC | 41,403 | $616.9K | 0.20% | +41,403 | New |
| NewEdge Wealth, LLC | 42,690 | $636.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 44,260 | $659.5K | 0.19% | +1,549+3.6% | Added |
| LM Advisors LLC | 48,997 | $730.0K | 0.13% | −11,558−19.1% | Reduced |
| Capstone Investment Advisors, LLC | 50,000 | $745.0K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 53,109 | $791.3K | 0.11% | +53,109 | New |
| Nomura Holdings Inc | 55,000 | $819.5K | 0.00% | +55,000 | New |
| Fiduciary Trust Co | 55,824 | $831.8K | 0.01% | +31,922+133.6% | Added |
| Quantedge Capital Pte Ltd | 57,554 | $857.6K | 0.27% | −31,300−35.2% | Reduced |
| Susquehanna International Group, LLP | 57,780 | $860.9K | 0.00% | +17,996+45.2% | Added |
| Steward Partners Investment Advisory, LLC | 58,230 | $867.6K | 0.01% | +11,524+24.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 64,090 | $955.0K | 0.00% | +3,698+6.1% | Added |
| Commonwealth Equity Services, LLC | 80,331 | $1.20M | 0.00% | −22,106−21.6% | Reduced |
| NewGen Asset Management Ltd | 86,128 | $1.28M | 1.24% | +86,128 | New |
| Oppenheimer & Co Inc | 111,836 | $1.67M | 0.03% | −2,024−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 119,005 | $1.77M | 0.00% | +560+0.5% | Added |
| Balyasny Asset Management LLC | 125,181 | $1.87M | 0.00% | +125,181 | New |
| Advisor Group Holdings, Inc. | 127,611 | $1.90M | 0.00% | +69,315+118.9% | Added |
| Oxford Asset Management LLP | 132,977 | $1.98M | 0.91% | +132,977 | New |
| Blue Bell Private Wealth Management, LLC | 168,886 | $2.52M | 0.48% | −17,198−9.2% | Reduced |
| LPL Financial LLC | 195,565 | $2.91M | 0.00% | +4,397+2.3% | Added |
| Almitas Capital LLC | 204,834 | $3.05M | 1.01% | −1,134,764−84.7% | Reduced |
| Yakira Capital Management, Inc. | 219,316 | $3.27M | 1.33% | +208,713+1,968.4% | Added |
| Quarry LP | 222,175 | $3.31M | 0.85% | +112,514+102.6% | Added |
| Allspring Global Investments Holdings, LLC | 302,049 | $4.50M | 0.01% | +6,458+2.2% | Added |
| Stifel Financial Corp | 332,199 | $4.95M | 0.01% | −40,013−10.8% | Reduced |
| Absolute Investment Advisers LLC | 582,256 | $8.68M | 1.27% | +308,562+112.7% | Added |
| Lazard Asset Management LLC | 597,137 | $8.90M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 647,635 | $9.65M | 0.00% | −188,553−22.5% | Reduced |
| Raymond James Financial Inc | 718,720 | $10.7M | 0.00% | −36,102−4.8% | Reduced |
| 1607 Capital Partners, LLC | 759,827 | $11.3M | 0.91% | −42,852−5.3% | Reduced |
| Karpus Management, Inc. | 919,646 | $13.7M | 0.44% | −223,567−19.6% | Reduced |
| Penserra Capital Management LLC | 1,122,813 | $16.7M | 0.30% | +81,010+7.8% | Added |
| Invesco Ltd. | 1,206,849 | $18.0M | 0.00% | −336,896−21.8% | Reduced |
| UBS Group AG | 1,222,741 | $18.2M | 0.00% | −34,392−2.7% | Reduced |
| Bank of America Corp | 1,387,612 | $20.7M | 0.00% | +32,265+2.4% | Added |
| Sessa Capital IM, L.P. | 1,444,110 | $21.5M | 0.89% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,496,158 | $22.3M | 0.52% | −228,548−13.3% | Reduced |
| Royal Bank of Canada | 1,594,157 | $23.8M | 0.01% | +1,220,764+326.9% | Added |
| Rivernorth Capital Management, LLC | 2,036,349 | $30.3M | 1.61% | +95,073+4.9% | Added |
| Morgan Stanley | 2,929,451 | $43.6M | 0.00% | −243,922−7.7% | Reduced |
| Saba Capital Management, L.P. | 20,750,913 | $309.2M | 8.48% | 00.0% | Unchanged |
| CF Capital LLC | 0 | $0 | 0.00% | −259,913−100.0% | Sold out |