BlackRock Health Sciences Term Trust (BMEZ) — Institutional Holders, Q2 2026
89 institutional investment managers reported a BMEZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $256.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BMEZ in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- LAZARD ASSET MANAGEMENTAdded · +711,263 sh+$10.9M
- Saba Capital Management, L.P.Added · +588,696 sh+$9.0M
- Atlas WealthNew · +499,696 sh+$7.7M
- SIT INVESTMENT ASSOCIATESNew · +271,270 sh+$4.2M
- RAYMOND JAMES FINANCIALAdded · +140,869 sh+$2.2M
Biggest sellers
- WOLVERINE ASSET MANAGEMENTSold out · -379,615 sh-$5.8M
- MORGAN STANLEYTrimmed · -144,315 sh-$2.2M
- Quantedge Capital Pte LtdTrimmed · -95,200 sh-$1.5M
- Invesco Ltd.Trimmed · -84,138 sh-$1.3M
- 1607 Capital PartnersTrimmed · -72,260 sh-$1.1M
BMEZ 13F holders ranked 1–89 of 89
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 1,794,694 sh | 1,794,694 | $27.5M | <0.01% | -7.4% |
| 2 | BANK OF AMERICA#2 · 1,400,541 sh | 1,400,541 | $21.5M | <0.01% | +6.7% |
| 3 | Saba Capital Management, L.P.#3 · 1,348,202 sh | 1,348,202 | $20.7M | 0.53% | +77.5% |
| 4 | LAZARD ASSET MANAGEMENT#4 · 1,332,867 sh | 1,332,867 | $20.5M | 0.03% | +114.4% |
| 5 | RAYMOND JAMES FINANCIAL#5 · 1,105,575 sh | 1,105,575 | $17.0M | <0.01% | +14.6% |
| 6 | UBS Group AG#6 · 1,064,856 sh | 1,064,856 | $16.3M | <0.01% | +5.5% |
| 7 | Invesco Ltd.#7 · 885,405 sh | 885,405 | $13.6M | <0.01% | -8.7% |
| 8 | RIVERNORTH CAPITAL MANAGEMENT#8 · 873,816 sh | 873,816 | $13.4M | 0.64% | +8.0% |
| 9 | WELLS FARGO & COMPANY#9 · 780,232 sh | 780,232 | $12.0M | <0.01% | +0.2% |
| 10 | Penserra Capital Management#10 · 516,073 sh | 516,073 | $7.9M | 0.06% | +4.0% |
| 11 | Almitas Capital#11 · 507,095 sh | 507,095 | $7.8M | 1.86% | +0.1% |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#12 · 503,273 sh | 503,273 | $7.7M | 0.47% | 0.0% |
| 13 | Atlas Wealth#13 · 499,696 sh | 499,696 | $7.7M | 1.09% | New |
| 14 | 1607 Capital Partners#14 · 442,213 sh | 442,213 | $6.8M | 0.59% | -14.0% |
| 15 | Z3 Capital Partners#15 · 393,512 sh | 393,512 | $6.0M | 1.27% | +7.4% |
| 16 | ROYAL BANK OF CANADA#16 · 341,103 sh | 341,103 | $5.2M | <0.01% | -3.5% |
| 17 | SIT INVESTMENT ASSOCIATES#17 · 271,270 sh | 271,270 | $4.2M | 0.08% | New |
| 18 | STIFEL FINANCIAL#18 · 224,529 sh | 224,529 | $3.4M | <0.01% | -10.4% |
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT#19 · 177,065 sh | 177,065 | $2.7M | 0.34% | +12.1% |
| 20 | LPL Financial#20 · 171,681 sh | 171,681 | $2.6M | <0.01% | -12.4% |
| 21 | OSAIC#21 · 145,680 sh | 145,680 | $2.2M | <0.01% | +6.2% |
| 22 | Karpus Management#22 · 117,615 sh | 117,615 | $1.8M | 0.05% | -0.1% |
| 23 | Rockefeller Capital Management L.P.#23 · 114,378 sh | 114,378 | $1.8M | <0.01% | -10.1% |
| 24 | RFG Advisory#24 · 8,068 sh | 8,068 | $1.6M | 0.02% | -68.0% |
| 25 | OPPENHEIMER#25 · 100,113 sh | 100,113 | $1.5M | — | +0.9% |
| 26 | EVOLVE PRIVATE WEALTH#26 · 93,692 sh | 93,692 | $1.4M | 0.09% | +13.8% |
| 27 | TrueMark Investments#27 · 88,556 sh | 88,556 | $1.4M | 0.17% | +49.6% |
| 28 | WILEY BROS.-AINTREE CAPITAL#28 · 85,761 sh | 85,761 | $1.3M | <0.01% | -1.7% |
| 29 | Apollon Wealth Management#29 · 70,019 sh | 70,019 | $1.1M | — | +16.3% |
| 30 | Summit Financial#30 · 69,375 sh | 69,375 | $1.1M | 0.01% | +9.9% |
| 31 | Indivisible Partners#31 · 65,667 sh | 65,667 | $1.0M | — | -9.4% |
| 32 | BROWN, LISLE/CUMMINGS#32 · 57,026 sh | 57,026 | $875.4K | — | +7.8% |
| 33 | Calamos Advisors#33 · 55,243 sh | 55,243 | $848.0K | <0.01% | +7.1% |
| 34 | Quantinno Capital Management#34 · 54,746 sh | 54,746 | $840.4K | <0.01% | New |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#35 · 49,515 sh | 49,515 | $760.1K | <0.01% | -41.6% |
| 36 | Maridea Wealth Management#36 · 47,049 sh | 47,049 | $722.2K | 0.08% | +9.1% |
| 37 | Kestra Advisory Services#37 · 42,765 sh | 42,765 | $656.4K | <0.01% | -31.3% |
| 38 | Quantedge Capital Pte Ltd#38 · 40,654 sh | 40,654 | $624.0K | 0.47% | -70.1% |
| 39 | NWF Advisory Services#39 · 40,473 sh | 40,473 | $621.3K | — | 0.0% |
| 40 | Adalta Capital Management#40 · 37,080 sh | 37,080 | $569.2K | 0.25% | New |
| 41 | XTX Topco Ltd#41 · 35,424 sh | 35,424 | $543.8K | <0.01% | +54.0% |
| 42 | Private Advisor Group#42 · 31,962 sh | 31,962 | $490.6K | <0.01% | +9.1% |
| 43 | Corient Private Wealth#43 · 30,442 sh | 30,442 | $467.3K | <0.01% | New |
| 44 | PMG Family Office#44 · 30,344 sh | 30,344 | $465.8K | — | +7.5% |
| 45 | JANE STREET GROUP#45 · 29,775 sh | 29,775 | $457.0K | 0.00% | New |
| 46 | CSS#46 · 28,796 sh | 28,796 | $442.0K | 0.02% | -29.7% |
| 47 | MILLENNIUM MANAGEMENT#47 · 27,883 sh | 27,883 | $428.0K | <0.01% | -57.2% |
| 48 | AMERIPRISE FINANCIAL#48 · 27,544 sh | 27,544 | $422.8K | <0.01% | +10.2% |
| 49 | CHAPIN DAVIS#49 · 26,454 sh | 26,454 | $406.1K | — | +1.5% |
| 50 | Janney Montgomery Scott#50 · 26,269 sh | 26,269 | $403.0K | <0.01% | -6.6% |
| 51 | SeaCrest Wealth Management#51 · 23,447 sh | 23,447 | $359.9K | — | -11.9% |
| 52 | Live Oak Private Wealth#52 · 22,450 sh | 22,450 | $344.6K | 0.04% | 0.0% |
| 53 | Left Brain Wealth Management#53 · 20,544 sh | 20,544 | $315.3K | 0.10% | 0.0% |
| 54 | DAVENPORT#54 · 19,480 sh | 19,480 | $299.0K | — | +23.4% |
| 55 | CITADEL ADVISORS#55 · 15,445 sh | 15,445 | $237.1K | 0.00% | New |
| 56 | B. Riley Wealth Advisors#56 · 15,105 sh | 15,105 | $231.6K | — | +0.7% |
| 57 | INSIGNEO ADVISORY SERVICES#57 · 14,988 sh | 14,988 | $230.1K | <0.01% | -13.9% |
| 58 | KAVAR CAPITAL PARTNERS GROUP#58 · 14,250 sh | 14,250 | $218.7K | 0.03% | 0.0% |
| 59 | Evolution Wealth Advisors#59 · 14,240 sh | 14,240 | $218.6K | 0.03% | 0.0% |
| 60 | Steward Partners Investment Advisory#60 · 14,166 sh | 14,166 | $217.4K | <0.01% | -12.8% |
| 61 | Kathmere Capital Management#61 · 13,723 sh | 13,723 | $210.6K | — | +8.1% |
| 62 | Cetera Investment Advisers#62 · 11,995 sh | 11,995 | $184.1K | <0.01% | New |
| 63 | Stablepoint Partners#63 · 11,262 sh | 11,262 | $172.9K | 0.02% | -6.4% |
| 64 | INDEPENDENT FINANCIAL GROUP#64 · 10,905 sh | 10,905 | $167.4K | — | New |
| 65 | Csenge Advisory Group#65 · 10,656 sh | 10,656 | $163.6K | <0.01% | +5.7% |
| 66 | KINGSWOOD WEALTH ADVISORS#66 · 10,516 sh | 10,516 | $161.4K | — | -9.6% |
| 67 | SPIREPOINT PRIVATE CLIENT#67 · 10,436 sh | 10,436 | $160.2K | 0.01% | 0.0% |
| 68 | FIFTH THIRD BANCORP#68 · 9,920 sh | 9,920 | $152.3K | <0.01% | 0.0% |
| 69 | Clearstead Advisors#69 · 6,666 sh | 6,666 | $102.3K | <0.01% | +1.2% |
| 70 | HARBOUR INVESTMENTS#70 · 6,295 sh | 6,295 | $96.6K | <0.01% | 0.0% |
| 71 | BlackRock#71 · 5,000 sh | 5,000 | $76.8K | 0.00% | 0.0% |
| 72 | Integrated Wealth Concepts#72 · 3,012 sh | 3,012 | $46.2K | <0.01% | New |
| 73 | SOA Wealth Advisors#73 · 44,806 sh | 44,806 | $44.8K | <0.01% | New |
| 74 | Estabrook Capital Management#74 · 2,855 sh | 2,855 | $43.8K | <0.01% | +2.3% |
| 75 | Nova Wealth Management#75 · 2,615 sh | 2,615 | $40.1K | 0.02% | 0.0% |
| 76 | BOKF, NA#76 · 2,500 sh | 2,500 | $38.4K | <0.01% | New |
| 77 | PNC FINANCIAL SERVICES GROUP#77 · 2,420 sh | 2,420 | $37.1K | 0.00% | 0.0% |
| 78 | SALEM INVESTMENT COUNSELORS#78 · 2,250 sh | 2,250 | $34.5K | — | New |
| 79 | Larson Financial Group#79 · 2,220 sh | 2,220 | $34.1K | <0.01% | 0.0% |
| 80 | Pinnacle Bancorp#80 · 2,000 sh | 2,000 | $30.7K | — | New |
| 81 | SouthState Bank#81 · 2,000 sh | 2,000 | $30.7K | <0.01% | 0.0% |
| 82 | CoreCap Advisors#82 · 1,000 sh | 1,000 | $15.3K | — | 0.0% |
| 83 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#83 · 600 sh | 600 | $9.2K | 0.00% | -89.3% |
| 84 | Ancora Advisors#84 · 600 sh | 600 | $9.2K | <0.01% | New |
| 85 | Farther Finance Advisors#85 · 545 sh | 545 | $8.4K | — | 0.0% |
| 86 | Institute for Wealth Management#86 · 450 sh | 450 | $6.9K | <0.01% | New |
| 87 | MARK SHEPTOFF FINANCIAL PLANNING#87 · 300 sh | 300 | $4.6K | <0.01% | 0.0% |
| 88 | Strategic Wealth Partners, Ltd.#88 · 100 sh | 100 | $1.5K | <0.01% | 0.0% |
| 89 | ASSETMARK#89 · 47 sh | 47 | $721.00 | — | 0.0% |
Funds that sold out of BMEZ in Q2 2026 (13)
Held BMEZ at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT379,615 sh | 379,615 | $5.5M |
| Shaker Financial Services46,212 sh | 46,212 | $663.6K |
| Logan Stone Capital41,330 sh | 41,330 | $593.5K |
| Creative Planning19,024 sh | 19,024 | $273.2K |
| WEDBUSH SECURITIES16,973 sh | 16,973 | $244.0K |
| HighTower Advisors16,948 sh | 16,948 | $243.4K |
| READYSTATE ASSET MANAGEMENT13,236 sh | 13,236 | $190.1K |
| Prospera Financial Services11,915 sh | 11,915 | $171.1K |
| NewEdge Advisors53,581 sh | 53,581 | $53.6K |
| Wilmington Savings Fund Society, FSB1,000 sh | 1,000 | $14.4K |
| Sound Income Strategies688 sh | 688 | $10.0K |
| Central Pacific Bank - Division400 sh | 400 | $5.7K |
| MAI Capital Management290 sh | 290 | $4.2K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.