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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.

Institutional holdersQ3 2025: 76 institutions
Q1 2021: 65 institutionsQ2 2021: 69 institutionsQ3 2021: 67 institutionsQ4 2021: 71 institutionsQ1 2022: 68 institutionsQ2 2022: 78 institutionsQ3 2022: 75 institutionsQ4 2022: 82 institutionsQ1 2023: 85 institutionsQ2 2023: 92 institutionsQ3 2023: 98 institutionsQ4 2023: 106 institutionsQ1 2024: 99 institutionsQ2 2024: 94 institutionsQ3 2024: 92 institutionsQ4 2024: 102 institutionsQ1 2025: 99 institutionsQ2 2025: 75 institutionsQ3 2025: 76 institutionsQ4 2025: 86 institutionsQ1 2026: 87 institutionsQ2 2026: 87 institutions
Value heldQ3 2025: $158.6M
Q1 2021: $476.4MQ2 2021: $532.8MQ3 2021: $510.7MQ4 2021: $467.8MQ1 2022: $405.4MQ2 2022: $355.4MQ3 2022: $336.2MQ4 2022: $406.0MQ1 2023: $461.9MQ2 2023: $479.4MQ3 2023: $447.9MQ4 2023: $584.4MQ1 2024: $710.3MQ2 2024: $722.8MQ3 2024: $719.6MQ4 2024: $635.8MQ1 2025: $643.2MQ2 2025: $142.4MQ3 2025: $158.6MQ4 2025: $205.6MQ1 2026: $215.0MQ2 2026: $255.0M
Institutions holding BMEZ and their total value by quarter
QuarterHoldersValue
Q2 202687$255.0M
Q1 202687$215.0M
Q4 202586$205.6M
Q3 202576$158.6M
Q2 202575$142.4M
Q1 202599$643.2M
Q4 2024102$635.8M
Q3 202492$719.6M
Q2 202494$722.8M
Q1 202499$710.3M
Q4 2023106$584.4M
Q3 202398$447.9M
Q2 202392$479.4M
Q1 202385$461.9M
Q4 202282$406.0M
Q3 202275$336.2M
Q2 202278$355.4M
Q1 202268$405.4M
Q4 202171$467.8M
Q3 202167$510.7M
Q2 202169$532.8M
Q1 202165$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.

Institutions holding BMEZ in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sound Income Strategies, LLC30$4480.00%00.0%Unchanged
Morton Brown Family Wealth, LLC42$6060.00%+42New
Assetmark, Inc47$6780.00%−250−84.2%Reduced
Ancora Advisors, LLC76$1.10K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.100$1.44K0.00%00.0%Unchanged
Highline Wealth Partners LLC150$2.16K0.00%+150New
Global Retirement Partners, LLC205$2.96K0.00%−103−33.4%Reduced
MAI Capital Management290$4.18K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division400$5.77K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.630$9.09K0.01%+630New
Tower Research Capital LLC (TRC)751$10.8K0.00%+751New
Ameritas Advisory Services, LLC875$12.6K0.00%00.0%Unchanged
Huntington National Bank909$13.1K0.00%+909New
CoreCap Advisors, LLC1,000$14.4K0.00%−9,000−90.0%Reduced
Larson Financial Group LLC2,050$29.6K0.00%00.0%Unchanged
Salem Investment Counselors Inc2,250$32.4K0.00%−753−25.1%Reduced
CWM, LLC2,656$38.0K0.00%+42+1.6%Added
Estabrook Capital Management2,672$38.5K0.01%+90+3.5%Added
SOA Wealth Advisors, LLC.39,717$39.7K0.01%00.0%Unchanged
Allworth Financial LP3,209$46.3K0.00%+3,196+24,584.6%Added
Newbridge Financial Services Group, Inc.4,804$69.3K0.01%00.0%Unchanged
BlackRock, Inc.5,000$72.1K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,500$79.3K0.00%−560−9.2%Reduced
Harbour Investments, Inc.6,295$90.8K0.00%00.0%Unchanged
Smartleaf Asset Management LLC6,418$91.5K0.01%+6,418New
Clearstead Advisors, LLC6,434$92.8K0.00%+115+1.8%Added
Comerica Bank10,145$146.3K0.00%00.0%Unchanged
Two Sigma Securities, LLC10,827$156.1K0.02%+10,827New
Stablepoint Partners, LLC12,562$181.1K0.03%−640−4.8%Reduced
National Asset Management, Inc.12,934$186.5K0.01%+76+0.6%Added
Steward Partners Investment Advisory, LLC13,999$201.9K0.00%−40,295−74.2%Reduced
Evolution Wealth Advisors, LLC14,240$205.3K0.03%00.0%Unchanged
Creative Planning14,467$208.6K0.00%+3,773+35.3%Added
Insigneo Advisory Services, LLC14,707$212.1K0.01%+139+1.0%Added
Wiley Bros.-Aintree Capital, LLC15,699$226.4K0.00%+1,019+6.9%Added
Fiduciary Trust Co16,033$231.2K0.00%−39,791−71.3%Reduced
Quantedge Capital Pte Ltd16,454$237.3K0.13%+6,400+63.7%Added
Truist Financial Corp18,738$270.2K0.00%−907−4.6%Reduced
Balyasny Asset Management LLC19,874$286.6K0.00%−93,254−82.4%Reduced
CI Private Wealth, LLC20,442$294.8K0.00%00.0%Unchanged
Kingswood Wealth Advisors, LLC20,721$298.8K0.02%−3,572−14.7%Reduced
NWF Advisory Services Inc.21,681$312.6K0.03%+21,681New
Live Oak Private Wealth LLC22,450$323.7K0.05%00.0%Unchanged
Ameriprise Financial Inc23,445$338.1K0.00%+8,924+61.5%Added
TrueMark Investments, LLC25,304$364.9K0.06%+25,304New
Chapin Davis, Inc.27,605$398.1K0.10%+849+3.2%Added
Private Advisor Group, LLC28,039$404.3K0.00%+940+3.5%Added
PMG Family Office LLC28,518$411.2K0.46%+28,518New
SeaCrest Wealth Management, LLC28,547$428.2K0.05%+1,747+6.5%Added
Janney Montgomery Scott LLC32,235$465.0K0.00%+2,822+9.6%Added
Apollon Wealth Management, LLC34,083$491.5K0.01%+10,194+42.7%Added
Maridea Wealth Management LLC43,594$653.0K0.10%+317+0.7%Added
Brown, Lisle/Cummings, Inc.46,666$672.9K0.17%+1,554+3.4%Added
GWM Advisors LLC56,941$821.1K0.00%+8,641+17.9%Added
Summit Financial, LLC61,464$886.3K0.01%+61,464New
Commonwealth Equity Services, LLC64,462$930.0K0.00%−682−1.0%Reduced
City of London Investment Management Co Ltd74,070$1.07M0.08%+74,070New
Susquehanna International Group, LLP76,094$1.10M0.00%+76,094New
Blue Bell Private Wealth Management, LLC89,467$1.29M0.20%+89,467New
Oppenheimer & Co Inc104,131$1.50M0.02%+23,660+29.4%Added
Rockefeller Capital Management L.P.122,916$1.77M0.00%−6,403−5.0%Reduced
Advisor Group Holdings, Inc.160,898$2.31M0.00%+16,732+11.6%Added
Shaker Financial Services, LLC184,069$2.65M0.91%+184,069New
LPL Financial LLC186,073$2.68M0.00%−2,672−1.4%Reduced
Rivernorth Capital Management, LLC219,276$3.16M0.18%+219,276New
Wolverine Asset Management LLC224,518$3.24M0.05%+220,701+5,782.1%Added
Readystate Asset Management LP247,074$3.56M0.17%+214,761+664.6%Added
Stifel Financial Corp266,580$3.84M0.00%+5,693+2.2%Added
Royal Bank of Canada366,706$5.29M0.00%−49,923−12.0%Reduced
Raymond James Financial Inc426,649$6.15M0.00%−283,476−39.9%Reduced
Wells Fargo & Company740,770$10.7M0.00%+64,898+9.6%Added
Invesco Ltd.929,121$13.4M0.00%+278,024+42.7%Added
UBS Group AG1,075,432$15.5M0.00%−93,982−8.0%Reduced
Penserra Capital Management LLC1,332,633$19.2M0.23%+175,629+15.2%Added
Bank of America Corp1,535,091$22.1M0.00%+61,105+4.1%Added
Morgan Stanley1,805,701$26.0M0.00%+40,011+2.3%Added
Jane Street Group, LLC0$00.00%−97,472−100.0%Sold out
RFG Advisory, LLC0$00.00%−60,141−100.0%Sold out
Elequin Capital LP0$00.00%−45,072−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−29,500−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−28,940−100.0%Sold out
Wedbush Securities Inc0$00.00%−22,862−100.0%Sold out
Westbourne Investments, Inc.0$00.00%−22,000−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,856−100.0%Sold out
Colonial Trust Advisors0$00.00%−1,310−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,200−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−1,111−100.0%Sold out
JPMorgan Chase & Co0$00.00%−626−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−244−100.0%Sold out
Evolution Wealth Management Inc.0$00.00%−64−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−1−100.0%Sold out