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, Q3 2025
Institutional positions in BlackRock Health Sciences Term Trust as of Sep 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
- 76
- +1 vs. Q2 2025
- Shares held
- 11.0M
- +1.01M (+10.1%) vs. Q2 2025
- Total value
- $158.6M
- +$16.3M (+11.4%) vs. Q2 2025
- New holders
- 16
- 28 more added
- Sold out
- 15
- 17 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,805,701 | $26.0M | 0.00% | +40,011+2.3% | Added |
| Bank of America Corp | 1,535,091 | $22.1M | 0.00% | +61,105+4.1% | Added |
| Penserra Capital Management LLC | 1,332,633 | $19.2M | 0.23% | +175,629+15.2% | Added |
| UBS Group AG | 1,075,432 | $15.5M | 0.00% | −93,982−8.0% | Reduced |
| Invesco Ltd. | 929,121 | $13.4M | 0.00% | +278,024+42.7% | Added |
| Wells Fargo & Company | 740,770 | $10.7M | 0.00% | +64,898+9.6% | Added |
| Raymond James Financial Inc | 426,649 | $6.15M | 0.00% | −283,476−39.9% | Reduced |
| Royal Bank of Canada | 366,706 | $5.29M | 0.00% | −49,923−12.0% | Reduced |
| Stifel Financial Corp | 266,580 | $3.84M | 0.00% | +5,693+2.2% | Added |
| Readystate Asset Management LP | 247,074 | $3.56M | 0.17% | +214,761+664.6% | Added |
| Wolverine Asset Management LLC | 224,518 | $3.24M | 0.05% | +220,701+5,782.1% | Added |
| Rivernorth Capital Management, LLC | 219,276 | $3.16M | 0.18% | +219,276 | New |
| LPL Financial LLC | 186,073 | $2.68M | 0.00% | −2,672−1.4% | Reduced |
| Shaker Financial Services, LLC | 184,069 | $2.65M | 0.91% | +184,069 | New |
| Advisor Group Holdings, Inc. | 160,898 | $2.31M | 0.00% | +16,732+11.6% | Added |
| Rockefeller Capital Management L.P. | 122,916 | $1.77M | 0.00% | −6,403−5.0% | Reduced |
| Oppenheimer & Co Inc | 104,131 | $1.50M | 0.02% | +23,660+29.4% | Added |
| Blue Bell Private Wealth Management, LLC | 89,467 | $1.29M | 0.20% | +89,467 | New |
| Susquehanna International Group, LLP | 76,094 | $1.10M | 0.00% | +76,094 | New |
| City of London Investment Management Co Ltd | 74,070 | $1.07M | 0.08% | +74,070 | New |
| Commonwealth Equity Services, LLC | 64,462 | $930.0K | 0.00% | −682−1.0% | Reduced |
| Summit Financial, LLC | 61,464 | $886.3K | 0.01% | +61,464 | New |
| GWM Advisors LLC | 56,941 | $821.1K | 0.00% | +8,641+17.9% | Added |
| Brown, Lisle/Cummings, Inc. | 46,666 | $672.9K | 0.17% | +1,554+3.4% | Added |
| Maridea Wealth Management LLC | 43,594 | $653.0K | 0.10% | +317+0.7% | Added |
| Apollon Wealth Management, LLC | 34,083 | $491.5K | 0.01% | +10,194+42.7% | Added |
| Janney Montgomery Scott LLC | 32,235 | $465.0K | 0.00% | +2,822+9.6% | Added |
| SeaCrest Wealth Management, LLC | 28,547 | $428.2K | 0.05% | +1,747+6.5% | Added |
| PMG Family Office LLC | 28,518 | $411.2K | 0.46% | +28,518 | New |
| Private Advisor Group, LLC | 28,039 | $404.3K | 0.00% | +940+3.5% | Added |
| Chapin Davis, Inc. | 27,605 | $398.1K | 0.10% | +849+3.2% | Added |
| TrueMark Investments, LLC | 25,304 | $364.9K | 0.06% | +25,304 | New |
| Ameriprise Financial Inc | 23,445 | $338.1K | 0.00% | +8,924+61.5% | Added |
| Live Oak Private Wealth LLC | 22,450 | $323.7K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 21,681 | $312.6K | 0.03% | +21,681 | New |
| Kingswood Wealth Advisors, LLC | 20,721 | $298.8K | 0.02% | −3,572−14.7% | Reduced |
| CI Private Wealth, LLC | 20,442 | $294.8K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 19,874 | $286.6K | 0.00% | −93,254−82.4% | Reduced |
| Truist Financial Corp | 18,738 | $270.2K | 0.00% | −907−4.6% | Reduced |
| Quantedge Capital Pte Ltd | 16,454 | $237.3K | 0.13% | +6,400+63.7% | Added |
| Fiduciary Trust Co | 16,033 | $231.2K | 0.00% | −39,791−71.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,699 | $226.4K | 0.00% | +1,019+6.9% | Added |
| Insigneo Advisory Services, LLC | 14,707 | $212.1K | 0.01% | +139+1.0% | Added |
| Creative Planning | 14,467 | $208.6K | 0.00% | +3,773+35.3% | Added |
| Evolution Wealth Advisors, LLC | 14,240 | $205.3K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,999 | $201.9K | 0.00% | −40,295−74.2% | Reduced |
| National Asset Management, Inc. | 12,934 | $186.5K | 0.01% | +76+0.6% | Added |
| Stablepoint Partners, LLC | 12,562 | $181.1K | 0.03% | −640−4.8% | Reduced |
| Two Sigma Securities, LLC | 10,827 | $156.1K | 0.02% | +10,827 | New |
| Comerica Bank | 10,145 | $146.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,434 | $92.8K | 0.00% | +115+1.8% | Added |
| Smartleaf Asset Management LLC | 6,418 | $91.5K | 0.01% | +6,418 | New |
| Harbour Investments, Inc. | 6,295 | $90.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,500 | $79.3K | 0.00% | −560−9.2% | Reduced |
| BlackRock, Inc. | 5,000 | $72.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,804 | $69.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,209 | $46.3K | 0.00% | +3,196+24,584.6% | Added |
| SOA Wealth Advisors, LLC. | 39,717 | $39.7K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,672 | $38.5K | 0.01% | +90+3.5% | Added |
| CWM, LLC | 2,656 | $38.0K | 0.00% | +42+1.6% | Added |
| Salem Investment Counselors Inc | 2,250 | $32.4K | 0.00% | −753−25.1% | Reduced |
| Larson Financial Group LLC | 2,050 | $29.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $14.4K | 0.00% | −9,000−90.0% | Reduced |
| Huntington National Bank | 909 | $13.1K | 0.00% | +909 | New |
| Ameritas Advisory Services, LLC | 875 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 751 | $10.8K | 0.00% | +751 | New |
| Crowley Wealth Management, Inc. | 630 | $9.09K | 0.01% | +630 | New |
| Central Pacific Bank - Trust Division | 400 | $5.77K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $4.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 205 | $2.96K | 0.00% | −103−33.4% | Reduced |
| Highline Wealth Partners LLC | 150 | $2.16K | 0.00% | +150 | New |
| Strategic Wealth Partners, Ltd. | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 76 | $1.10K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $678 | 0.00% | −250−84.2% | Reduced |
| Morton Brown Family Wealth, LLC | 42 | $606 | 0.00% | +42 | New |
| Sound Income Strategies, LLC | 30 | $448 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −97,472−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −60,141−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −45,072−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −29,500−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −28,940−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −22,862−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |