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, Q1 2026
Institutional positions in BlackRock Health Sciences Term Trust as of Mar 31, 2026. 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
- 87
- +2 vs. Q4 2025
- Shares held
- 15.0M
- +1.35M (+9.9%) vs. Q4 2025
- Total value
- $215.0M
- +$9.58M (+4.7%) vs. Q4 2025
- New holders
- 16
- 38 more added
- Sold out
- 14
- 18 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,939,009 | $27.8M | 0.00% | −148,727−7.1% | Reduced |
| Bank of America Corp | 1,313,210 | $18.9M | 0.00% | −249,993−16.0% | Reduced |
| UBS Group AG | 1,009,012 | $14.5M | 0.00% | −25,779−2.5% | Reduced |
| Invesco Ltd. | 969,543 | $13.9M | 0.00% | +56,621+6.2% | Added |
| Raymond James Financial Inc | 964,706 | $13.9M | 0.00% | +306,031+46.5% | Added |
| Rivernorth Capital Management, LLC | 809,196 | $11.6M | 0.59% | +160,629+24.8% | Added |
| Wells Fargo & Company | 778,787 | $11.2M | 0.00% | +67,399+9.5% | Added |
| Saba Capital Management, L.P. | 759,506 | $10.9M | 0.35% | +759,506 | New |
| Lazard Asset Management LLC | 621,604 | $8.93M | 0.01% | +243,054+64.2% | Added |
| 1607 Capital Partners, LLC | 514,473 | $7.39M | 0.53% | +514,473 | New |
| Almitas Capital LLC | 506,395 | $7.27M | 1.64% | +353,481+231.2% | Added |
| City of London Investment Management Co Ltd | 503,273 | $7.23M | 0.52% | +185,558+58.4% | Added |
| Penserra Capital Management LLC | 496,422 | $7.13M | 0.08% | −972,107−66.2% | Reduced |
| Wolverine Asset Management LLC | 379,615 | $5.45M | 0.09% | −21,896−5.5% | Reduced |
| Z3 Capital Partners, LLC | 366,370 | $5.26M | 1.33% | +16,107+4.6% | Added |
| Royal Bank of Canada | 353,605 | $5.08M | 0.00% | −24,894−6.6% | Reduced |
| Stifel Financial Corp | 250,648 | $3.60M | 0.00% | −15,824−5.9% | Reduced |
| LPL Financial LLC | 196,040 | $2.82M | 0.00% | −1,952−1.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 157,890 | $2.27M | 0.33% | +34,500+28.0% | Added |
| Advisor Group Holdings, Inc. | 137,204 | $1.97M | 0.00% | +235+0.2% | Added |
| Quantedge Capital Pte Ltd | 135,854 | $1.95M | 1.07% | +62,400+85.0% | Added |
| Rockefeller Capital Management L.P. | 127,297 | $1.83M | 0.00% | +14,237+12.6% | Added |
| Karpus Management, Inc. | 117,675 | $1.69M | 0.05% | +117,675 | New |
| Oppenheimer & Co Inc | 99,202 | $1.42M | 0.02% | +99,202 | New |
| Wiley Bros.-Aintree Capital, LLC | 87,256 | $1.25M | 0.01% | +17,999+26.0% | Added |
| Susquehanna International Group, LLP | 84,787 | $1.22M | 0.00% | −14,741−14.8% | Reduced |
| Evolve Private Wealth, LLC | 82,305 | $1.18M | 0.06% | +8,975+12.2% | Added |
| Indivisible Partners | 72,506 | $1.04M | 0.09% | +18,045+33.1% | Added |
| Millennium Management LLC | 65,211 | $936.4K | 0.00% | +65,211 | New |
| Summit Financial, LLC | 63,154 | $906.9K | 0.01% | +3,321+5.6% | Added |
| Kestra Advisory Services, LLC | 62,246 | $893.9K | 0.00% | +60,546+3,561.5% | Added |
| Apollon Wealth Management, LLC | 60,197 | $864.4K | 0.01% | +13,102+27.8% | Added |
| TrueMark Investments, LLC | 59,196 | $850.1K | 0.17% | +10,629+21.9% | Added |
| Brown, Lisle/Cummings, Inc. | 52,918 | $759.9K | 0.19% | +2,154+4.2% | Added |
| Calamos Advisors LLC | 51,559 | $740.4K | 0.00% | +51,559 | New |
| Shaker Financial Services, LLC | 46,212 | $663.6K | 0.23% | −6,440−12.2% | Reduced |
| Maridea Wealth Management LLC | 43,134 | $619.4K | 0.09% | −419−1.0% | Reduced |
| Logan Stone Capital, LLC | 41,330 | $593.5K | 0.16% | +19,593+90.1% | Added |
| CSS LLC | 40,978 | $588.4K | 0.03% | +3,180+8.4% | Added |
| NWF Advisory Services Inc. | 40,469 | $581.1K | 0.07% | +5,784+16.7% | Added |
| Private Advisor Group, LLC | 29,286 | $420.5K | 0.00% | +641+2.2% | Added |
| PMG Family Office LLC | 28,227 | $405.3K | 0.45% | +1,320+4.9% | Added |
| Janney Montgomery Scott LLC | 28,135 | $404.0K | 0.00% | +1,966+7.5% | Added |
| SeaCrest Wealth Management, LLC | 26,623 | $382.3K | 0.04% | −2,228−7.7% | Reduced |
| Chapin Davis, Inc. | 26,054 | $374.1K | 0.08% | −1,551−5.6% | Reduced |
| Ameriprise Financial Inc | 24,998 | $359.0K | 0.00% | +1,979+8.6% | Added |
| XTX Topco Ltd | 23,002 | $330.3K | 0.01% | +23,002 | New |
| Live Oak Private Wealth LLC | 22,450 | $322.4K | 0.04% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 20,535 | $294.9K | 0.12% | +2,674+15.0% | Added |
| Creative Planning | 19,024 | $273.2K | 0.00% | −315−1.6% | Reduced |
| Insigneo Advisory Services, LLC | 17,406 | $249.9K | 0.02% | +95+0.5% | Added |
| Wedbush Securities Inc | 16,973 | $244.0K | 0.01% | +16,973 | New |
| HighTower Advisors, LLC | 16,948 | $243.4K | 0.00% | −9,203−35.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,244 | $233.3K | 0.00% | +1,557+10.6% | Added |
| Davenport & Co LLC | 15,780 | $226.6K | 0.00% | +2,050+14.9% | Added |
| National Asset Management, Inc. | 15,003 | $207.0K | 0.01% | +2,033+15.7% | Added |
| Kavar Capital Partners Group, LLC | 14,250 | $204.6K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 14,240 | $204.5K | 0.02% | 00.0% | Unchanged |
| Readystate Asset Management LP | 13,236 | $190.1K | 0.01% | −308,023−95.9% | Reduced |
| Kathmere Capital Management, LLC | 12,700 | $182.4K | 0.01% | +12,700 | New |
| Stablepoint Partners, LLC | 12,038 | $172.9K | 0.03% | −524−4.2% | Reduced |
| Prospera Financial Services Inc | 11,915 | $171.1K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,634 | $167.1K | 0.01% | −7,186−38.2% | Reduced |
| Spirepoint Private Client, LLC | 10,436 | $149.9K | 0.01% | +197+1.9% | Added |
| Csenge Advisory Group | 10,080 | $144.7K | 0.01% | +10,080 | New |
| Fifth Third Bancorp | 9,920 | $142.5K | 0.00% | +9,920 | New |
| Clearstead Advisors, LLC | 6,585 | $94.6K | 0.00% | +78+1.2% | Added |
| Harbour Investments, Inc. | 6,295 | $90.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,600 | $80.4K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 5,000 | $71.8K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 25,200 | $49.1K | 0.00% | +24,417+3,118.4% | Added |
| CWM, LLC | 3,354 | $48.2K | 0.00% | +18+0.5% | Added |
| Estabrook Capital Management | 2,792 | $40.1K | 0.01% | +62+2.3% | Added |
| The PNC Financial Services Group, Inc. | 2,420 | $34.8K | 0.00% | +2,420 | New |
| Salem Investment Counselors Inc | 2,250 | $32.3K | 0.00% | +2,250 | New |
| Larson Financial Group LLC | 2,220 | $31.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $28.7K | 0.00% | +2,000 | New |
| CoreCap Advisors, LLC | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,000 | $14.4K | 0.00% | +1,000 | New |
| Sound Income Strategies, LLC | 688 | $9.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 676 | $9.71K | 0.00% | +600+789.5% | Added |
| Farther Finance Advisors, LLC | 545 | $7.90K | 0.00% | +545 | New |
| Central Pacific Bank - Trust Division | 400 | $5.74K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.23K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $4.17K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $675 | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −54,776−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −53,736−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −45,038−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −30,442−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −16,820−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −16,033−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,289−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| NCP Inc. | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |