BlackRock Health Sciences Term Trust - BMEZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 20 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,087,736 | 31,420 | 0.0% | 0.0% | 1 | +282,035 | 15.62% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,563,203 | 23,526 | 0.0% | 0.0% | 2 | +28,112 | 1.83% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,468,529 | 22,101 | 0.26% | 0.23% | 3 | +135,896 | 10.2% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 1,034,791 | 15,573 | 0.0% | 0.0% | 4 | -40,641 | -3.78% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 912,922 | 13,739 | 0.0% | 0.0% | 5 | -16,199 | -1.74% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 711,388 | 10,706 | 0.0% | 0.0% | 6 | -29,382 | -3.97% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 658,675 | 9,913 | 0.0% | 0.0% | 7 | +232,026 | 54.38% | Q4 2025 | Feb 18, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 648,567 | 9,760 | 0.46% | 0.18% | 8 | +429,291 | 195.78% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 401,511 | 6,042 | 0.05% | 0.02% | 9 | +176,993 | 78.83% | Q4 2025 | Feb 02, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 378,550 | 5,697 | 0.01% | — | 11 | +378,550 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 378,499 | 5,697 | 0.0% | — | 10 | +378,499 | New | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 321,259 | 4,834 | 0.2% | 0.15% | 12 | +74,185 | 30.03% | Q4 2025 | Feb 17, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 317,715 | 4,781 | 0.36% | 0.08% | 13 | +243,645 | 328.94% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 266,472 | 4,010 | 0.0% | 0.0% | 14 | -108 | -0.04% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 197,992 | 2,979 | 0.0% | 0.0% | 15 | +11,919 | 6.41% | Q4 2025 | Feb 11, 2026 |
| Almitas Capital LLC | History | New | 152,914 | 2,301 | 0.51% | — | 16 | +152,914 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 136,969 | 2,061 | 0.0% | 0.0% | 17 | -23,929 | -14.87% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 123,390 | 1,857 | 0.27% | 0.2% | 18 | +33,923 | 37.92% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 113,060 | 1,701 | 0.0% | 0.0% | 19 | -9,856 | -8.02% | Q4 2025 | Mar 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 99,528 | 1,497 | 0.0% | 0.0% | 20 | +23,434 | 30.8% | Q4 2025 | Feb 17, 2026 |
| Quantedge Capital Pte Ltd | History | Added to | 73,454 | 1,105 | 0.53% | 0.13% | 21 | +57,000 | 346.42% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 73,330 | 1,103 | 0.07% | — | 22 | +73,330 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 69,257 | 1,042 | 0.01% | 0.0% | 23 | +53,558 | 341.16% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 59,833 | 900 | 0.01% | 0.01% | 24 | -1,631 | -2.65% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 54,776 | 824 | 0.0% | 0.0% | 25 | -9,686 | -15.03% | Q4 2025 | Feb 12, 2026 |
| Indivisible Partners | History | New | 54,461 | 819 | 0.09% | — | 26 | +54,461 | New | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 53,736 | 808 | 0.0% | 0.0% | 27 | -3,205 | -5.63% | Q4 2025 | Feb 18, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 52,652 | 792 | 0.25% | 0.91% | 28 | -131,417 | -71.4% | Q4 2025 | Jan 26, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 50,764 | 763 | 0.19% | 0.17% | 29 | +4,098 | 8.78% | Q4 2025 | Jan 23, 2026 |
| TrueMark Investments, LLC | History | Added to | 48,567 | 730 | 0.14% | 0.06% | 30 | +23,263 | 91.93% | Q4 2025 | Jan 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 47,095 | 708 | 0.01% | 0.01% | 31 | +13,012 | 38.18% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 45,038 | 677 | 0.0% | — | 32 | +45,038 | New | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 43,553 | 655 | 0.1% | 0.1% | 33 | -41 | -0.09% | Q4 2025 | Jan 08, 2026 |
| CSS LLC/IL | History | New | 37,798 | 568 | 0.03% | — | 34 | +37,798 | New | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Added to | 34,685 | 522 | 0.06% | 0.03% | 35 | +13,004 | 59.98% | Q4 2025 | Mar 03, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 28,851 | 449 | 0.05% | 0.05% | 36 | +304 | 1.06% | Q4 2025 | Jan 12, 2026 |
| RFG Advisory, LLC | History | New | 783 | 444 | 0.01% | — | 37 | +783 | New | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,645 | 431 | 0.0% | 0.0% | 38 | +606 | 2.16% | Q4 2025 | Feb 17, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 27,605 | 415 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PMG Family Office LLC | History | Reduced | 26,907 | 404 | 0.47% | 0.46% | 40 | -1,611 | -5.65% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,169 | 394 | 0.0% | 0.0% | 41 | -6,066 | -18.82% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | New | 26,151 | 393 | 0.0% | — | 42 | +26,151 | New | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 23,019 | 346 | 0.0% | 0.0% | 43 | -426 | -1.82% | Q4 2025 | Feb 17, 2026 |
| Live Oak Private Wealth LLC | History | No change | 22,450 | 337 | 0.05% | 0.04% | 44 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Logan Stone Capital, LLC | History | New | 21,737 | 327 | 0.08% | — | 45 | +21,737 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | No change | 20,442 | 307 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Creative Planning | History | Added to | 19,339 | 291 | 0.0% | 0.0% | 47 | +4,872 | 33.68% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 18,820 | 283 | 0.01% | 0.02% | 48 | -1,901 | -9.17% | Q4 2025 | Jan 28, 2026 |
| Left Brain Wealth Management, LLC | History | New | 17,861 | 268 | 0.09% | — | 49 | +17,861 | New | Q4 2025 | Feb 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 17,311 | 260 | 0.02% | 0.01% | 50 | +2,604 | 17.71% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,820 | 253 | 0.0% | 0.0% | 51 | -1,918 | -10.24% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY TRUST CO | History | No change | 16,033 | 241 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 15,289 | 230 | 0.01% | — | 53 | +15,289 | New | Q4 2025 | Feb 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,687 | 221 | 0.0% | 0.0% | 54 | +688 | 4.91% | Q4 2025 | Feb 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 14,250 | 214 | 0.03% | — | 56 | +14,250 | New | Q4 2025 | Jan 20, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 14,240 | 214 | 0.02% | 0.03% | 55 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DAVENPORT & Co LLC | History | New | 13,730 | 206 | 0.0% | — | 57 | +13,730 | New | Q4 2025 | Jan 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,970 | 195 | 0.01% | 0.01% | 58 | +36 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | No change | 12,562 | 189 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Prospera Financial Services Inc | History | New | 11,915 | 179 | 0.0% | — | 60 | +11,915 | New | Q4 2025 | Feb 09, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 10,239 | 154 | 0.01% | — | 61 | +10,239 | New | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Reduced | 9,920 | 149 | 0.0% | 0.0% | 62 | -225 | -2.22% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,507 | 97 | 0.0% | 0.0% | 63 | +73 | 1.13% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,295 | 94 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,600 | 84 | 0.0% | 0.0% | 65 | +100 | 1.82% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | No change | 5,000 | 75 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 3,336 | 50 | 0.0% | 0.0% | 67 | +680 | 25.6% | Q4 2025 | Jan 26, 2026 |
| Estabrook Capital Management | History | Added to | 2,730 | 41 | 0.01% | 0.01% | 68 | +58 | 2.17% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,615 | 39 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | Added to | 2,220 | 33 | 0.0% | 0.0% | 70 | +170 | 8.29% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,700 | 25 | 0.0% | — | 71 | +1,700 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,000 | 15 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | New | 753 | 11 | 0.0% | — | 73 | +753 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 688 | 10 | 0.0% | — | 74 | +658 | 2193.33% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 409 | 6 | 0.0% | — | 75 | +409 | New | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 400 | 6 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NCP Inc. | History | New | 395 | 5 | 0.0% | — | 77 | +395 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 300 | 5 | 0.0% | — | 78 | +300 | New | Q4 2025 | Feb 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 300 | 4 | 0.0% | — | 80 | +300 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 290 | 4 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 100 | 1 | 0.0% | — | 82 | +100 | New | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -104,131 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -39,717 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,874 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,827 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,418 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,804 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,250 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -909 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -875 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -751 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SageView Advisory Group, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |