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