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 $256.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BlackRock Health Sciences Term Trust as of Jun 30, 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
- +1 vs. Q1 2026
- Shares held
- 16.7M
- +1.67M (+11.1%) vs. Q1 2026
- Total value
- $256.5M
- +$41.6M (+19.3%) vs. Q1 2026
- New holders
- 13
- 33 more added
- Sold out
- 12
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $256.5M |
| Q1 2026 | 87 | $215.0M |
| Q4 2025 | 86 | $206.3M |
| Q3 2025 | 76 | $158.6M |
| Q2 2025 | 75 | $150.2M |
| Q1 2025 | 99 | $643.3M |
| Q4 2024 | 103 | $639.2M |
| Q3 2024 | 92 | $719.6M |
| Q2 2024 | 94 | $724.3M |
| Q1 2024 | 99 | $835.8M |
| Q4 2023 | 106 | $642.4M |
| Q3 2023 | 98 | $449.0M |
| Q2 2023 | 92 | $479.8M |
| Q1 2023 | 85 | $462.2M |
| Q4 2022 | 82 | $407.5M |
| Q3 2022 | 75 | $336.4M |
| 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 | $481.5M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Health Sciences Term Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 47 | $721 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.61K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 450 | $6.91K | 0.00% | +450 | New |
| Farther Finance Advisors, LLC | 545 | $8.37K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $9.21K | 0.00% | −5,000−89.3% | Reduced |
| Ancora Advisors, LLC | 600 | $9.21K | 0.00% | −76−11.2% | Reduced |
| CoreCap Advisors, LLC | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,000 | $30.7K | 0.01% | +2,000 | New |
| Larson Financial Group LLC | 2,220 | $34.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,250 | $34.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,420 | $37.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,500 | $38.4K | 0.00% | +2,500 | New |
| Estabrook Capital Management | 2,855 | $43.8K | 0.01% | +63+2.3% | Added |
| SOA Wealth Advisors, LLC. | 44,806 | $44.8K | 0.01% | +44,806 | New |
| BlackRock, Inc. | 5,000 | $76.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,295 | $96.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,666 | $102.3K | 0.00% | +81+1.2% | Added |
| Fifth Third Bancorp | 9,920 | $152.3K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,436 | $160.2K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 10,516 | $161.4K | 0.01% | −1,118−9.6% | Reduced |
| Csenge Advisory Group | 10,656 | $163.6K | 0.01% | +576+5.7% | Added |
| Independent Financial Group, LLC | 10,905 | $167.4K | 0.00% | +10,905 | New |
| Stablepoint Partners, LLC | 11,262 | $172.9K | 0.02% | −776−6.4% | Reduced |
| Cetera Investment Advisers | 11,995 | $184.1K | 0.00% | +11,995 | New |
| Kathmere Capital Management, LLC | 13,723 | $210.6K | 0.01% | +1,023+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 14,166 | $217.4K | 0.00% | −2,078−12.8% | Reduced |
| Evolution Wealth Advisors, LLC | 14,240 | $218.6K | 0.03% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 14,250 | $218.7K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 14,988 | $230.1K | 0.01% | −2,418−13.9% | Reduced |
| National Asset Management, Inc. | 15,105 | $231.6K | 0.01% | +102+0.7% | Added |
| Citadel Advisors LLC | 15,445 | $237.1K | 0.00% | +15,445 | New |
| Davenport & Co LLC | 19,480 | $299.0K | 0.00% | +3,700+23.4% | Added |
| Left Brain Wealth Management, LLC | 20,544 | $315.3K | 0.10% | +90.0% | Added |
| Live Oak Private Wealth LLC | 22,450 | $344.6K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 23,447 | $359.9K | 0.04% | −3,176−11.9% | Reduced |
| Janney Montgomery Scott LLC | 26,269 | $403.0K | 0.00% | −1,866−6.6% | Reduced |
| Chapin Davis, Inc. | 26,454 | $406.1K | 0.07% | +400+1.5% | Added |
| Ameriprise Financial Inc | 27,544 | $422.8K | 0.00% | +2,546+10.2% | Added |
| Millennium Management LLC | 27,883 | $428.0K | 0.00% | −37,328−57.2% | Reduced |
| CSS LLC | 28,796 | $442.0K | 0.02% | −12,182−29.7% | Reduced |
| Jane Street Group, LLC | 29,775 | $457.0K | 0.00% | +29,775 | New |
| PMG Family Office LLC | 30,344 | $465.8K | 0.43% | +2,117+7.5% | Added |
| CI Private Wealth, LLC | 30,442 | $467.3K | 0.00% | +30,442 | New |
| Private Advisor Group, LLC | 31,962 | $490.6K | 0.00% | +2,676+9.1% | Added |
| XTX Topco Ltd | 35,424 | $543.8K | 0.01% | +12,422+54.0% | Added |
| Adalta Capital Management LLC | 37,080 | $569.2K | 0.25% | +37,080 | New |
| NWF Advisory Services Inc. | 40,473 | $621.3K | 0.06% | +40.0% | Added |
| Quantedge Capital Pte Ltd | 40,654 | $624.0K | 0.47% | −95,200−70.1% | Reduced |
| Kestra Advisory Services, LLC | 42,765 | $656.4K | 0.00% | −19,481−31.3% | Reduced |
| Maridea Wealth Management LLC | 47,049 | $722.2K | 0.08% | +3,915+9.1% | Added |
| Susquehanna International Group, LLP | 49,515 | $760.1K | 0.00% | −35,272−41.6% | Reduced |
| Quantinno Capital Management LP | 54,746 | $840.4K | 0.00% | +54,746 | New |
| Calamos Advisors LLC | 55,243 | $848.0K | 0.00% | +3,684+7.1% | Added |
| Brown, Lisle/Cummings, Inc. | 57,026 | $875.4K | 0.20% | +4,108+7.8% | Added |
| Indivisible Partners | 65,667 | $1.01M | 0.06% | −6,839−9.4% | Reduced |
| Summit Financial, LLC | 69,375 | $1.06M | 0.01% | +6,221+9.9% | Added |
| Apollon Wealth Management, LLC | 70,019 | $1.07M | 0.01% | +9,822+16.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 85,761 | $1.34M | 0.01% | −1,495−1.7% | Reduced |
| TrueMark Investments, LLC | 88,556 | $1.36M | 0.17% | +29,360+49.6% | Added |
| Evolve Private Wealth, LLC | 93,692 | $1.44M | 0.09% | +11,387+13.8% | Added |
| Oppenheimer & Co Inc | 100,113 | $1.54M | 0.02% | +911+0.9% | Added |
| RFG Advisory, LLC | 8,068 | $1.57M | 0.02% | −17,132−68.0% | Reduced |
| Rockefeller Capital Management L.P. | 114,378 | $1.76M | 0.00% | −12,919−10.1% | Reduced |
| Karpus Management, Inc. | 117,615 | $1.81M | 0.05% | −60−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 145,680 | $2.24M | 0.00% | +8,476+6.2% | Added |
| LPL Financial LLC | 171,681 | $2.64M | 0.00% | −24,359−12.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 177,065 | $2.72M | 0.34% | +19,175+12.1% | Added |
| Stifel Financial Corp | 224,529 | $3.45M | 0.00% | −26,119−10.4% | Reduced |
| Sit Investment Associates Inc | 271,270 | $4.16M | 0.08% | +271,270 | New |
| Royal Bank of Canada | 341,103 | $5.24M | 0.00% | −12,502−3.5% | Reduced |
| Z3 Capital Partners, LLC | 393,512 | $6.04M | 1.27% | +27,142+7.4% | Added |
| 1607 Capital Partners, LLC | 442,213 | $6.79M | 0.59% | −72,260−14.0% | Reduced |
| Atlas Wealth LLC | 499,696 | $7.67M | 1.09% | +499,696 | New |
| City of London Investment Management Co Ltd | 503,273 | $7.73M | 0.46% | 00.0% | Unchanged |
| Almitas Capital LLC | 507,095 | $7.78M | 1.87% | +700+0.1% | Added |
| Penserra Capital Management LLC | 516,073 | $7.92M | 0.06% | +19,651+4.0% | Added |
| Wells Fargo & Company | 780,232 | $12.0M | 0.00% | +1,445+0.2% | Added |
| Rivernorth Capital Management, LLC | 873,816 | $13.4M | 0.64% | +64,620+8.0% | Added |
| Invesco Ltd. | 885,405 | $13.6M | 0.00% | −84,138−8.7% | Reduced |
| UBS Group AG | 1,064,856 | $16.3M | 0.00% | +55,844+5.5% | Added |
| Raymond James Financial Inc | 1,105,575 | $17.0M | 0.00% | +140,869+14.6% | Added |
| Lazard Asset Management LLC | 1,332,867 | $20.5M | 0.03% | +711,263+114.4% | Added |
| Saba Capital Management, L.P. | 1,348,202 | $20.7M | 0.63% | +588,696+77.5% | Added |
| Bank of America Corp | 1,400,541 | $21.5M | 0.00% | +87,331+6.7% | Added |
| Morgan Stanley | 1,794,694 | $27.5M | 0.00% | −144,315−7.4% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −379,615−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −46,212−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −41,330−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −19,024−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −16,973−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −16,948−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,236−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −11,915−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |