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BMEZ

BlackRock Health Sciences Term Trust
$15.71 +0.29 (+1.88%) At close · Jul 2
Market Cap
$981.90M
Shares
62,501,404

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 89
Total Value: $216,147,957
Total Shares: 15,052,089

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 89 13F filers · Δ vs Dec 31, 2025
Top Holder
12.9%
Jun 2023 → Mar 2026 · range 12.9% – 48.0%
−2.4 pts
Top 5
41.2%
Jun 2023 → Mar 2026 · range 41.2% – 66.9%
−10.6 pts
Top 10
64.3%
Jun 2023 → Mar 2026 · range 64.3% – 84.5%
−7.9 pts
HHI
543
Jun 2023 → Mar 2026 · range 543 – 2,465
Broadly held−167

Quarterly Activity

vs Dec 31, 2025
New
16
Increased
38
Decreased
19
Sold Out
13
Unchanged
16
Holder count: +3
Institutional value: +5.1%
Shares held: +10.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Almitas Capital LLC +353,481 506,395
Mega RAYMOND JAMES FINANCIAL INC +306,031 964,706
Large LAZARD ASSET MANAGEMENT LLC +243,054 621,604
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD +185,558 503,273
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC +160,629 809,196

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Penserra Capital Management LLC −972,107 496,422
Mid READYSTATE ASSET MANAGEMENT LP −308,023 13,236
Mega BANK OF AMERICA CORP /DE/ −249,993 1,313,210
Mega MORGAN STANLEY −148,727 1,939,009
Mega UBS Group AG −25,779 1,009,012

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Saba Capital Management, L.P. 759,506 $10,906,506
Small 1607 Capital Partners, LLC 514,473 $7,387,832
Mid Karpus Management, Inc. 117,675 $1,689,813
Mid OPPENHEIMER & CO INC 99,202 $1,424,540
Mega MILLENNIUM MANAGEMENT LLC 65,211 $936,429

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large COMMONWEALTH EQUITY SERVICES, LLC 54,776 $824,378
Mega JANE STREET GROUP, LLC 45,038 $677,821
Large Corient Private Wealth LLC 30,442 $458,152
Large TRUIST FINANCIAL CORP 16,820 $253,141
Mid Fiduciary Trust Co 16,033 $241,296
Filter: New 16 Increased 38 Reduced 19 Sold out 13 Unchanged 16
Showing 89 of 89
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $27,844,168 12.88% 1,939,009
Mega BANK OF AMERICA CORP /DE/ Bank $18,857,695 8.72% 1,313,210
Mega UBS Group AG $14,489,411 6.70% 1,009,012
Mega Invesco Ltd. $13,922,636 6.44% 969,543
Mega RAYMOND JAMES FINANCIAL INC $13,853,177 6.41% 964,706
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $11,620,054 5.38% 809,196
Mega WELLS FARGO & COMPANY/MN $11,183,381 5.17% 778,787
Mid Saba Capital Management, L.P. $10,906,506 5.05% 759,506
Large LAZARD ASSET MANAGEMENT LLC $8,926,233 4.13% 621,604
Small 1607 Capital Partners, LLC $7,387,832 3.42% 514,473
Small Almitas Capital LLC $7,271,832 3.36% 506,395
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $7,227,000 3.34% 503,273
Mid Penserra Capital Management LLC $7,128,619 3.30% 496,422
Mid WOLVERINE ASSET MANAGEMENT LLC $5,451,271 2.52% 379,615
Small Z3 Capital Partners, LLC $5,261,073 2.43% 366,370
Mega ROYAL BANK OF CANADA Bank $5,077,767 2.35% 353,605
Large STIFEL FINANCIAL CORP $3,599,304 1.67% 250,648
Mega LPL Financial LLC $2,815,134 1.30% 196,040
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,267,300 1.05% 157,890
Large OSAIC HOLDINGS, INC. $1,970,248 0.91% 137,204
Small Quantedge Capital Pte Ltd $1,950,863 0.90% 135,854
Large Rockefeller Capital Management L.P. $1,827,984 0.85% 127,297
Mid Karpus Management, Inc. $1,689,813 0.78% 117,675
Mid OPPENHEIMER & CO INC $1,424,540 0.66% 99,202
Large &PARTNERS $1,252,996 0.58% 87,256
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,217,541 0.56% 84,787
Mid EVOLVE PRIVATE WEALTH, LLC $1,181,899 0.55% 82,305
Small Indivisible Partners $1,041,186 0.48% 72,506
Mega MILLENNIUM MANAGEMENT LLC $936,429 0.43% 65,211
Mid Summit Financial, LLC $906,891 0.42% 63,154
Large Kestra Advisory Services, LLC $893,852 0.41% 62,246
Mid Apollon Wealth Management, LLC $864,428 0.40% 60,197
Small TrueMark Investments, LLC $850,054 0.39% 59,196
Large NewEdge Advisors, LLC $769,423 0.36% 53,581
Small BROWN, LISLE/CUMMINGS, INC. $759,902 0.35% 52,918
Large Calamos Advisors LLC $740,387 0.34% 51,559
Small Shaker Financial Services, LLC $663,604 0.31% 46,212
Small Maridea Wealth Management LLC $619,404 0.29% 43,134
Small Logan Stone Capital, LLC $593,498 0.27% 41,330
Small CSS LLC/IL $588,444 0.27% 40,978
Small NWF Advisory Services Inc. $581,134 0.27% 40,469
Mid Private Advisor Group, LLC $420,546 0.19% 29,286
Micro PMG Family Office LLC Family Office $405,339 0.19% 28,227
Large Janney Montgomery Scott LLC $404,018 0.19% 28,135
Small SeaCrest Wealth Management, LLC $382,306 0.18% 26,623
Small CHAPIN DAVIS, INC. $374,135 0.17% 26,054
Small RFG Advisory, LLC $361,872 0.17% 25,200
Mega AMERIPRISE FINANCIAL INC $358,971 0.17% 24,998
Mid XTX Topco Ltd $330,308 0.15% 23,002
Small Live Oak Private Wealth LLC $322,382 0.15% 22,450
Small Left Brain Wealth Management, LLC $294,882 0.14% 20,535
Large Creative Planning $273,184 0.13% 19,024
Small INSIGNEO ADVISORY SERVICES, LLC $249,950 0.12% 17,406
Mid WEDBUSH SECURITIES INC Broker-Dealer $243,732 0.11% 16,973
Large HighTower Advisors, LLC $243,373 0.11% 16,948
Large Steward Partners Investment Advisory, LLC $233,263 0.11% 16,244
Large DAVENPORT & Co LLC $226,600 0.10% 15,780
Mid B. Riley Wealth Advisors, Inc. $215,443 0.10% 15,003
Small KAVAR CAPITAL PARTNERS GROUP, LLC $204,630 0.09% 14,250
Small Evolution Wealth Advisors, LLC $204,486 0.09% 14,240
Mid READYSTATE ASSET MANAGEMENT LP $190,068 0.09% 13,236
Small Kathmere Capital Management, LLC $182,372 0.08% 12,700
Small Stablepoint Partners, LLC $172,865 0.08% 12,038
Mid Prospera Financial Services Inc $171,099 0.08% 11,915
Mid KINGSWOOD WEALTH ADVISORS, LLC $167,064 0.08% 11,634
Small SPIREPOINT PRIVATE CLIENT, LLC $149,860 0.07% 10,436
Small Csenge Advisory Group $144,748 0.07% 10,080
Large FIFTH THIRD BANCORP Bank $142,451 0.07% 9,920
Mid Clearstead Advisors, LLC $94,560 0.04% 6,585
Mid HARBOUR INVESTMENTS, INC. $90,396 0.04% 6,295
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $80,416 0.04% 5,600
Mega BlackRock, Inc. $71,800 0.03% 5,000
Large CWM, LLC $48,163 0.02% 3,354
Small Estabrook Capital Management $40,093 0.02% 2,792
Micro Nova Wealth Management, Inc. $37,551 0.02% 2,615
Mega PNC FINANCIAL SERVICES GROUP, INC. $34,751 0.02% 2,420
Mid SALEM INVESTMENT COUNSELORS INC $32,310 0.01% 2,250
Mid Larson Financial Group LLC $31,879 0.01% 2,220
Mid SouthState Bank Corp Bank $28,720 0.01% 2,000
Mid Wilmington Savings Fund Society, FSB $14,360 0.01% 1,000
Small CoreCap Advisors, LLC $14,360 0.01% 1,000
Mid Sound Income Strategies, LLC $9,879 0.00% 688
Mid Ancora Advisors LLC $9,707 0.00% 676
Mid Farther Finance Advisors, LLC $7,826 0.00% 545
Small Central Pacific Bank - Trust Division Bank $5,744 0.00% 400
Small MARK SHEPTOFF FINANCIAL PLANNING, LLC $4,308 0.00% 300
Mid MAI Capital Management $4,164 0.00% 290
Small Strategic Wealth Partners, Ltd. $1,436 0.00% 100
Large ASSETMARK, INC $674 0.00% 47
Key facts CIK 1785971 CUSIP 09260E105

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