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, 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
- 10.0M
- −33.2M (−76.8%) vs. Q1 2025
- Total value
- $142.4M
- −$500.8M (−77.9%) 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 | $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, 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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $12 | 0.00% | −362−99.7% | Reduced |
| Allworth Financial LP | 13 | $191 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $428 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 64 | $913 | 0.00% | +64 | New |
| Ancora Advisors, LLC | 76 | $1.08K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.43K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 244 | $3.51K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $4.14K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 297 | $4.24K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 308 | $4.39K | 0.00% | +308 | New |
| Central Pacific Bank - Trust Division | 400 | $5.70K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 626 | $8.93K | 0.00% | +626 | New |
| Ameritas Advisory Services, LLC | 875 | $12.5K | 0.00% | +875 | New |
| Ameriflex Group, Inc. | 1,111 | $15.9K | 0.01% | +26+2.4% | Added |
| FNY Investment Advisers, LLC | 1,200 | $17.0K | 0.01% | +1,200 | New |
| Colonial Trust Advisors | 1,310 | $18.7K | 0.00% | +1,310 | New |
| Clear Street Markets LLC | 1,856 | $26.5K | 0.01% | +1,856 | New |
| Larson Financial Group LLC | 2,050 | $29.2K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,582 | $36.8K | 0.01% | +91+3.7% | Added |
| CWM, LLC | 2,614 | $37.0K | 0.00% | +18+0.7% | Added |
| SOA Wealth Advisors, LLC. | 39,717 | $39.7K | 0.01% | −3,001−7.0% | Reduced |
| Salem Investment Counselors Inc | 3,003 | $42.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,817 | $54.4K | 0.00% | −1,339−26.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,804 | $68.5K | 0.01% | +4,804 | New |
| BlackRock, Inc. | 5,000 | $71.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,060 | $86.4K | 0.00% | +560+10.2% | Added |
| Harbour Investments, Inc. | 6,295 | $89.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,319 | $90.1K | 0.00% | −4,895−43.7% | Reduced |
| CoreCap Advisors, LLC | 10,000 | $142.6K | 0.01% | −5,700−36.3% | Reduced |
| Quantedge Capital Pte Ltd | 10,054 | $143.4K | 0.13% | −47,500−82.5% | Reduced |
| Comerica Bank | 10,145 | $144.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,694 | $152.5K | 0.00% | −95−0.9% | Reduced |
| National Asset Management, Inc. | 12,858 | $183.4K | 0.01% | −399−3.0% | Reduced |
| Stablepoint Partners, LLC | 13,202 | $188.3K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 14,240 | $203.1K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 14,568 | $207.7K | 0.02% | +139+1.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,680 | $209.3K | 0.00% | −403−2.7% | Reduced |
| Ameriprise Financial Inc | 14,521 | $211.6K | 0.00% | +1,787+14.0% | Added |
| Truist Financial Corp | 19,645 | $280.1K | 0.00% | +1,093+5.9% | Added |
| CI Private Wealth, LLC | 20,442 | $291.5K | 0.00% | +4,417+27.6% | Added |
| Westbourne Investments, Inc. | 22,000 | $313.7K | 0.17% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 22,450 | $320.1K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,862 | $326.0K | 0.01% | −13,348−36.9% | Reduced |
| Apollon Wealth Management, LLC | 23,889 | $340.7K | 0.01% | +23,889 | New |
| Kingswood Wealth Advisors, LLC | 24,293 | $346.4K | 0.03% | −1,127−4.4% | Reduced |
| Chapin Davis, Inc. | 26,756 | $381.5K | 0.11% | +6,400+31.4% | Added |
| SeaCrest Wealth Management, LLC | 26,800 | $382.2K | 0.04% | +2,245+9.1% | Added |
| Private Advisor Group, LLC | 27,099 | $386.4K | 0.00% | −1,277−4.5% | Reduced |
| NewEdge Wealth, LLC | 28,940 | $397.6K | 0.01% | −13,750−32.2% | Reduced |
| Janney Montgomery Scott LLC | 29,413 | $419.0K | 0.00% | −750−2.5% | Reduced |
| Goldman Sachs Group Inc | 29,500 | $420.7K | 0.00% | +29,500 | New |
| Readystate Asset Management LP | 32,313 | $460.8K | 0.02% | +32,313 | New |
| Elequin Capital LP | 45,072 | $612.6K | 0.08% | +37,993+536.7% | Added |
| Maridea Wealth Management LLC | 43,277 | $617.1K | 0.16% | +1,874+4.5% | Added |
| Brown, Lisle/Cummings, Inc. | 45,112 | $643.3K | 0.17% | +852+1.9% | Added |
| GWM Advisors LLC | 48,300 | $688.8K | 0.00% | +27,686+134.3% | Added |
| Steward Partners Investment Advisory, LLC | 54,294 | $774.2K | 0.01% | −3,936−6.8% | Reduced |
| Fiduciary Trust Co | 55,824 | $796.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 60,141 | $857.6K | 0.02% | +60,141 | New |
| Commonwealth Equity Services, LLC | 65,144 | $929.0K | 0.00% | −15,187−18.9% | Reduced |
| Oppenheimer & Co Inc | 80,471 | $1.15M | 0.02% | −31,365−28.0% | Reduced |
| Jane Street Group, LLC | 97,472 | $1.39M | 0.00% | +59,559+157.1% | Added |
| Balyasny Asset Management LLC | 113,128 | $1.61M | 0.00% | −12,053−9.6% | Reduced |
| Rockefeller Capital Management L.P. | 129,319 | $1.84M | 0.00% | +10,314+8.7% | Added |
| Advisor Group Holdings, Inc. | 144,166 | $2.06M | 0.00% | +16,555+13.0% | Added |
| LPL Financial LLC | 188,745 | $2.69M | 0.00% | −6,820−3.5% | Reduced |
| Stifel Financial Corp | 260,887 | $3.72M | 0.00% | −71,312−21.5% | Reduced |
| Royal Bank of Canada | 416,629 | $5.94M | 0.00% | −1,177,528−73.9% | Reduced |
| Invesco Ltd. | 651,097 | $9.28M | 0.00% | −555,752−46.0% | Reduced |
| Wells Fargo & Company | 675,872 | $9.64M | 0.00% | +28,237+4.4% | Added |
| Raymond James Financial Inc | 710,125 | $10.1M | 0.00% | −8,595−1.2% | Reduced |
| Penserra Capital Management LLC | 1,157,004 | $16.5M | 0.23% | +34,191+3.0% | Added |
| UBS Group AG | 1,169,414 | $16.7M | 0.00% | −53,327−4.4% | Reduced |
| Bank of America Corp | 1,473,986 | $21.0M | 0.00% | +86,374+6.2% | Added |
| Morgan Stanley | 1,765,690 | $25.2M | 0.00% | −1,163,761−39.7% | 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 |