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 $256.5M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in BlackRock Health Sciences Term Trust as of Jun 30, 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
- 75
- −23 vs. Q1 2025
- Shares held
- 10.6M
- −32.6M (−75.5%) vs. Q1 2025
- Total value
- $150.2M
- −$493.1M (−76.7%) vs. Q1 2025
- New holders
- 13
- 20 more added
- Sold out
- 36
- 25 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $256.5M |
| Q1 2026 | 87 | $215.0M |
| Q4 2025 | 86 | $206.3M |
| Q3 2025 | 76 | $158.6M |
| Q2 2025 | 75 | $150.2M |
| Q1 2025 | 99 | $643.3M |
| Q4 2024 | 103 | $639.2M |
| Q3 2024 | 92 | $719.6M |
| Q2 2024 | 94 | $724.3M |
| Q1 2024 | 99 | $835.8M |
| Q4 2023 | 106 | $642.4M |
| Q3 2023 | 98 | $449.0M |
| Q2 2023 | 92 | $479.8M |
| Q1 2023 | 85 | $462.2M |
| Q4 2022 | 82 | $407.5M |
| Q3 2022 | 75 | $336.4M |
| 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 | $481.5M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,765,690 | $25.2M | 0.00% | −1,163,761−39.7% | Reduced |
| Bank of America Corp | 1,473,986 | $21.0M | 0.00% | +86,374+6.2% | Added |
| UBS Group AG | 1,169,414 | $16.7M | 0.00% | −53,327−4.4% | Reduced |
| Penserra Capital Management LLC | 1,157,004 | $16.5M | 0.23% | +34,191+3.0% | Added |
| Royal Bank of Canada | 833,258 | $11.9M | 0.00% | −760,899−47.7% | Reduced |
| Raymond James Financial Inc | 710,125 | $10.1M | 0.00% | −8,595−1.2% | Reduced |
| Wells Fargo & Company | 675,872 | $9.64M | 0.00% | +28,237+4.4% | Added |
| Invesco Ltd. | 651,097 | $9.28M | 0.00% | −555,752−46.0% | Reduced |
| Stifel Financial Corp | 260,887 | $3.72M | 0.00% | −71,312−21.5% | Reduced |
| Rockefeller Capital Management L.P. | 258,638 | $3.69M | 0.00% | +139,633+117.3% | Added |
| LPL Financial LLC | 188,745 | $2.69M | 0.00% | −6,820−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 144,166 | $2.06M | 0.00% | +16,555+13.0% | Added |
| Balyasny Asset Management LLC | 113,128 | $1.61M | 0.00% | −12,053−9.6% | Reduced |
| Jane Street Group, LLC | 97,472 | $1.39M | 0.00% | +59,559+157.1% | Added |
| Oppenheimer & Co Inc | 80,471 | $1.15M | 0.02% | −31,365−28.0% | Reduced |
| Commonwealth Equity Services, LLC | 65,144 | $929.0K | 0.00% | −15,187−18.9% | Reduced |
| RFG Advisory, LLC | 60,141 | $857.6K | 0.02% | +60,141 | New |
| Fiduciary Trust Co | 55,824 | $796.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 54,294 | $774.2K | 0.01% | −3,936−6.8% | Reduced |
| GWM Advisors LLC | 48,300 | $688.8K | 0.00% | +27,686+134.3% | Added |
| Brown, Lisle/Cummings, Inc. | 45,112 | $643.3K | 0.17% | +852+1.9% | Added |
| Maridea Wealth Management LLC | 43,277 | $617.1K | 0.16% | +1,874+4.5% | Added |
| Elequin Capital LP | 45,072 | $612.6K | 0.08% | +37,993+536.7% | Added |
| Readystate Asset Management LP | 32,313 | $460.8K | 0.02% | +32,313 | New |
| Goldman Sachs Group Inc | 29,500 | $420.7K | 0.00% | +29,500 | New |
| Janney Montgomery Scott LLC | 29,413 | $419.0K | 0.00% | −750−2.5% | Reduced |
| NewEdge Wealth, LLC | 28,940 | $397.6K | 0.01% | −13,750−32.2% | Reduced |
| Private Advisor Group, LLC | 27,099 | $386.4K | 0.00% | −1,277−4.5% | Reduced |
| SeaCrest Wealth Management, LLC | 26,800 | $382.2K | 0.04% | +2,245+9.1% | Added |
| Chapin Davis, Inc. | 26,756 | $381.5K | 0.11% | +6,400+31.4% | Added |
| Kingswood Wealth Advisors, LLC | 24,293 | $346.4K | 0.03% | −1,127−4.4% | Reduced |
| Apollon Wealth Management, LLC | 23,889 | $340.7K | 0.01% | +23,889 | New |
| Wedbush Securities Inc | 22,862 | $326.0K | 0.01% | −13,348−36.9% | Reduced |
| Live Oak Private Wealth LLC | 22,450 | $320.1K | 0.05% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 22,000 | $313.7K | 0.17% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,442 | $291.5K | 0.00% | +4,417+27.6% | Added |
| Truist Financial Corp | 19,645 | $280.1K | 0.00% | +1,093+5.9% | Added |
| Ameriprise Financial Inc | 14,521 | $211.6K | 0.00% | +1,787+14.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,680 | $209.3K | 0.00% | −403−2.7% | Reduced |
| Insigneo Advisory Services, LLC | 14,568 | $207.7K | 0.02% | +139+1.0% | Added |
| Evolution Wealth Advisors, LLC | 14,240 | $203.1K | 0.03% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 13,202 | $188.3K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,858 | $183.4K | 0.01% | −399−3.0% | Reduced |
| Creative Planning | 10,694 | $152.5K | 0.00% | −95−0.9% | Reduced |
| Comerica Bank | 10,145 | $144.7K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 10,054 | $143.4K | 0.13% | −47,500−82.5% | Reduced |
| CoreCap Advisors, LLC | 10,000 | $142.6K | 0.01% | −5,700−36.3% | Reduced |
| Clearstead Advisors, LLC | 6,319 | $90.1K | 0.00% | −4,895−43.7% | Reduced |
| Harbour Investments, Inc. | 6,295 | $89.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,060 | $86.4K | 0.00% | +560+10.2% | Added |
| BlackRock, Inc. | 5,000 | $71.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,804 | $68.5K | 0.01% | +4,804 | New |
| Wolverine Asset Management LLC | 3,817 | $54.4K | 0.00% | −1,339−26.0% | Reduced |
| Salem Investment Counselors Inc | 3,003 | $42.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 39,717 | $39.7K | 0.01% | −3,001−7.0% | Reduced |
| CWM, LLC | 2,614 | $37.0K | 0.00% | +18+0.7% | Added |
| Estabrook Capital Management | 2,582 | $36.8K | 0.01% | +91+3.7% | Added |
| Larson Financial Group LLC | 2,050 | $29.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,856 | $26.5K | 0.01% | +1,856 | New |
| Colonial Trust Advisors | 1,310 | $18.7K | 0.00% | +1,310 | New |
| FNY Investment Advisers, LLC | 1,200 | $17.0K | 0.01% | +1,200 | New |
| Ameriflex Group, Inc. | 1,111 | $15.9K | 0.01% | +26+2.4% | Added |
| Ameritas Advisory Services, LLC | 875 | $12.5K | 0.00% | +875 | New |
| JPMorgan Chase & Co | 626 | $8.93K | 0.00% | +626 | New |
| Central Pacific Bank - Trust Division | 400 | $5.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 308 | $4.39K | 0.00% | +308 | New |
| Assetmark, Inc | 297 | $4.24K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 244 | $3.51K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.43K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 76 | $1.08K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 64 | $913 | 0.00% | +64 | New |
| Sound Income Strategies, LLC | 30 | $428 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $191 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $12 | 0.00% | −362−99.7% | Reduced |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −20,750,913−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −2,036,349−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −1,496,158−100.0% | Sold out |
| Sessa Capital IM, L.P. | 0 | $0 | 0.00% | −1,444,110−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −919,646−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −759,827−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −597,137−100.0% | Sold out |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −582,256−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −302,049−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −222,175−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −219,316−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −204,834−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −168,886−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −132,977−100.0% | Sold out |
| NewGen Asset Management Ltd | 0 | $0 | 0.00% | −86,128−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −64,090−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −57,780−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −53,109−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −48,997−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −28,266−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,534−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −23,433−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −20,954−100.0% | Sold out |