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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 47 | $675 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $4.17K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.23K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 400 | $5.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 545 | $7.90K | 0.00% | +545 | New |
| Ancora Advisors, LLC | 676 | $9.71K | 0.00% | +600+789.5% | Added |
| Sound Income Strategies, LLC | 688 | $9.98K | 0.00% | 00.0% | Unchanged |
| 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 |
| South State Corp. | 2,000 | $28.7K | 0.00% | +2,000 | New |
| Larson Financial Group LLC | 2,220 | $31.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,250 | $32.3K | 0.00% | +2,250 | New |
| The PNC Financial Services Group, Inc. | 2,420 | $34.8K | 0.00% | +2,420 | New |
| Estabrook Capital Management | 2,792 | $40.1K | 0.01% | +62+2.3% | Added |
| CWM, LLC | 3,354 | $48.2K | 0.00% | +18+0.5% | Added |
| RFG Advisory, LLC | 25,200 | $49.1K | 0.00% | +24,417+3,118.4% | Added |
| BlackRock, Inc. | 5,000 | $71.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,600 | $80.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,295 | $90.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,585 | $94.6K | 0.00% | +78+1.2% | Added |
| Fifth Third Bancorp | 9,920 | $142.5K | 0.00% | +9,920 | New |
| Csenge Advisory Group | 10,080 | $144.7K | 0.01% | +10,080 | New |
| Spirepoint Private Client, LLC | 10,436 | $149.9K | 0.01% | +197+1.9% | Added |
| Kingswood Wealth Advisors, LLC | 11,634 | $167.1K | 0.01% | −7,186−38.2% | Reduced |
| Prospera Financial Services Inc | 11,915 | $171.1K | 0.00% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 12,038 | $172.9K | 0.03% | −524−4.2% | Reduced |
| Kathmere Capital Management, LLC | 12,700 | $182.4K | 0.01% | +12,700 | New |
| Readystate Asset Management LP | 13,236 | $190.1K | 0.01% | −308,023−95.9% | Reduced |
| Evolution Wealth Advisors, LLC | 14,240 | $204.5K | 0.02% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 14,250 | $204.6K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,003 | $207.0K | 0.01% | +2,033+15.7% | Added |
| Davenport & Co LLC | 15,780 | $226.6K | 0.00% | +2,050+14.9% | Added |
| Steward Partners Investment Advisory, LLC | 16,244 | $233.3K | 0.00% | +1,557+10.6% | Added |
| HighTower Advisors, LLC | 16,948 | $243.4K | 0.00% | −9,203−35.2% | Reduced |
| Wedbush Securities Inc | 16,973 | $244.0K | 0.01% | +16,973 | New |
| Insigneo Advisory Services, LLC | 17,406 | $249.9K | 0.02% | +95+0.5% | Added |
| Creative Planning | 19,024 | $273.2K | 0.00% | −315−1.6% | Reduced |
| Left Brain Wealth Management, LLC | 20,535 | $294.9K | 0.12% | +2,674+15.0% | Added |
| Live Oak Private Wealth LLC | 22,450 | $322.4K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 23,002 | $330.3K | 0.01% | +23,002 | New |
| Ameriprise Financial Inc | 24,998 | $359.0K | 0.00% | +1,979+8.6% | Added |
| Chapin Davis, Inc. | 26,054 | $374.1K | 0.08% | −1,551−5.6% | Reduced |
| SeaCrest Wealth Management, LLC | 26,623 | $382.3K | 0.04% | −2,228−7.7% | Reduced |
| Janney Montgomery Scott LLC | 28,135 | $404.0K | 0.00% | +1,966+7.5% | Added |
| PMG Family Office LLC | 28,227 | $405.3K | 0.45% | +1,320+4.9% | Added |
| Private Advisor Group, LLC | 29,286 | $420.5K | 0.00% | +641+2.2% | Added |
| NWF Advisory Services Inc. | 40,469 | $581.1K | 0.07% | +5,784+16.7% | Added |
| CSS LLC | 40,978 | $588.4K | 0.03% | +3,180+8.4% | Added |
| Logan Stone Capital, LLC | 41,330 | $593.5K | 0.16% | +19,593+90.1% | Added |
| Maridea Wealth Management LLC | 43,134 | $619.4K | 0.09% | −419−1.0% | Reduced |
| Shaker Financial Services, LLC | 46,212 | $663.6K | 0.23% | −6,440−12.2% | Reduced |
| Calamos Advisors LLC | 51,559 | $740.4K | 0.00% | +51,559 | New |
| Brown, Lisle/Cummings, Inc. | 52,918 | $759.9K | 0.19% | +2,154+4.2% | Added |
| TrueMark Investments, LLC | 59,196 | $850.1K | 0.17% | +10,629+21.9% | Added |
| Apollon Wealth Management, LLC | 60,197 | $864.4K | 0.01% | +13,102+27.8% | Added |
| Kestra Advisory Services, LLC | 62,246 | $893.9K | 0.00% | +60,546+3,561.5% | Added |
| Summit Financial, LLC | 63,154 | $906.9K | 0.01% | +3,321+5.6% | Added |
| Millennium Management LLC | 65,211 | $936.4K | 0.00% | +65,211 | New |
| Indivisible Partners | 72,506 | $1.04M | 0.09% | +18,045+33.1% | Added |
| Evolve Private Wealth, LLC | 82,305 | $1.18M | 0.06% | +8,975+12.2% | Added |
| Susquehanna International Group, LLP | 84,787 | $1.22M | 0.00% | −14,741−14.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 87,256 | $1.25M | 0.01% | +17,999+26.0% | Added |
| Oppenheimer & Co Inc | 99,202 | $1.42M | 0.02% | +99,202 | New |
| Karpus Management, Inc. | 117,675 | $1.69M | 0.05% | +117,675 | New |
| Rockefeller Capital Management L.P. | 127,297 | $1.83M | 0.00% | +14,237+12.6% | Added |
| Quantedge Capital Pte Ltd | 135,854 | $1.95M | 1.07% | +62,400+85.0% | Added |
| Advisor Group Holdings, Inc. | 137,204 | $1.97M | 0.00% | +235+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 157,890 | $2.27M | 0.33% | +34,500+28.0% | Added |
| LPL Financial LLC | 196,040 | $2.82M | 0.00% | −1,952−1.0% | Reduced |
| Stifel Financial Corp | 250,648 | $3.60M | 0.00% | −15,824−5.9% | Reduced |
| Royal Bank of Canada | 353,605 | $5.08M | 0.00% | −24,894−6.6% | Reduced |
| Z3 Capital Partners, LLC | 366,370 | $5.26M | 1.33% | +16,107+4.6% | Added |
| Wolverine Asset Management LLC | 379,615 | $5.45M | 0.09% | −21,896−5.5% | Reduced |
| Penserra Capital Management LLC | 496,422 | $7.13M | 0.08% | −972,107−66.2% | Reduced |
| City of London Investment Management Co Ltd | 503,273 | $7.23M | 0.52% | +185,558+58.4% | Added |
| Almitas Capital LLC | 506,395 | $7.27M | 1.64% | +353,481+231.2% | Added |
| 1607 Capital Partners, LLC | 514,473 | $7.39M | 0.53% | +514,473 | New |
| Lazard Asset Management LLC | 621,604 | $8.93M | 0.01% | +243,054+64.2% | Added |
| Saba Capital Management, L.P. | 759,506 | $10.9M | 0.35% | +759,506 | New |
| Wells Fargo & Company | 778,787 | $11.2M | 0.00% | +67,399+9.5% | Added |
| Rivernorth Capital Management, LLC | 809,196 | $11.6M | 0.59% | +160,629+24.8% | Added |
| Raymond James Financial Inc | 964,706 | $13.9M | 0.00% | +306,031+46.5% | Added |
| Invesco Ltd. | 969,543 | $13.9M | 0.00% | +56,621+6.2% | Added |
| UBS Group AG | 1,009,012 | $14.5M | 0.00% | −25,779−2.5% | Reduced |
| Bank of America Corp | 1,313,210 | $18.9M | 0.00% | −249,993−16.0% | Reduced |
| Morgan Stanley | 1,939,009 | $27.8M | 0.00% | −148,727−7.1% | Reduced |
| 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 |