Who Owns BlackRock Health Sciences Term Trust (BMEZ)?Hedge Fund & Institutional Holders

$13.98-0.19 (-1.34%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.3000000154010004e+280T

% of Float Held

—

QoQ Change in Holders

+10 / -6

Price History

$13.25$14.09$14.93$15.76$16.60Aug 24Jun 25Mar 26

BMEZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+28K+$23.0B
RIVERNORTH CAPITAL MANAGEMENT, LLCIncreased+429K+$6.6B
WOLVERINE ASSET MANAGEMENT LLCNew Position+402K+$6.0B
LAZARD ASSET MANAGEMENT LLCNew Position+379K+$5.0B
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDIncreased+244K+$3.7B
RAYMOND JAMES FINANCIAL INCIncreased+232K+$2.8B
Quantedge Capital Pte LtdIncreased+57K+$867.7M
Shaker Financial Services, LLCNew Position+53K+$792.0M
TrueMark Investments, LLCNew Position+49K+$730.0M
CSS LLC/ILNew Position+38K+$568.0M
Logan Stone Capital, LLCNew Position+22K+$327.0M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+19K+$283.0M
Left Brain Wealth Management, LLCNew Position+18K+$268.0M
KAVAR CAPITAL PARTNERS GROUP, LLCNew Position+14K+$214.0M
B. Riley Wealth Advisors, Inc.New Position+13K+$195.0M

BMEZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NWF Advisory Services Inc.Decreased-148K-$2.3B
WELLS FARGO & COMPANY/MNDecreased-29K-$1.7B
OSAIC HOLDINGS, INC.Decreased-24K-$1.3B
NewEdge Advisors, LLCDecreased-3K-$821.1M
Rockefeller Capital Management L.P.Decreased-10K-$772.5M
PMG Family Office LLCDecreased-2K-$410.8M
AMERIPRISE FINANCIAL INCDecreased-426-$338.1M
BALYASNY ASSET MANAGEMENT L.P.Closed Position-20K-$286.6M
TWO SIGMA SECURITIES, LLCClosed Position-11K-$156.1M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3K-$79.2M
Newbridge Financial Services Group, Inc.Closed Position-5K-$69.3M
Allworth Financial LPDecreased-3K-$46.3M
SALEM INVESTMENT COUNSELORS INCClosed Position-2K-$32.4M
HUNTINGTON NATIONAL BANKClosed Position-909-$13.1M
Tower Research Capital LLC (TRC)Closed Position-751-$10.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/1,554,135$23.0B0.00%Share
2UBS Group AG1,023,356$15.4B0.00%Share
3Invesco Ltd.865,828$13.0B0.00%Share
4RIVERNORTH CAPITAL MANAGEMENT, LLC648,567$9.8B0.46%Share
5RAYMOND JAMES FINANCIAL INC647,043$9.0B0.00%Share
6WELLS FARGO & COMPANY/MN648,705$9.0B0.00%Share
7WOLVERINE ASSET MANAGEMENT LLC401,511$6.0B0.05%Share
8LAZARD ASSET MANAGEMENT LLC378,550$5.0B0.01%Share
9ROYAL BANK OF CANADA340,873$5.0B0.00%Share
10CITY OF LONDON INVESTMENT MANAGEMENT CO LTD317,715$4.8B0.36%Share
11STIFEL FINANCIAL CORP266,371$4.0B0.00%Share
12Quantedge Capital Pte Ltd73,454$1.1B0.53%Share
13SUSQUEHANNA INTERNATIONAL GROUP, LLP99,528$1.0B0.00%Share
14Rockefeller Capital Management L.P.113,060$1.0B0.00%Share
15OSAIC HOLDINGS, INC.97,746$1.0B0.00%Share
16Shaker Financial Services, LLC52,652$792.0M0.25%Share
17BROWN, LISLE/CUMMINGS, INC.50,764$763.0M0.19%Share
18TrueMark Investments, LLC48,567$730.0M0.14%Share
19Invesco Ltd.47,094$708.0M0.00%Share
20Maridea Wealth Management LLC43,553$655.0M0.10%Share
21CSS LLC/IL37,798$568.0M0.03%Share
22NWF Advisory Services Inc.34,685$522.0M0.06%Share
23CHAPIN DAVIS, INC.27,605$415.0M0.10%Share
24Logan Stone Capital, LLC21,737$327.0M0.08%Share
25KINGSWOOD WEALTH ADVISORS, LLC18,820$283.0M0.01%Share
26Left Brain Wealth Management, LLC17,861$268.0M0.09%Share
27KAVAR CAPITAL PARTNERS GROUP, LLC14,250$214.0M0.03%Share
28B. Riley Wealth Advisors, Inc.12,970$195.0M0.01%Share
29Stablepoint Partners, LLC12,562$189.0M0.03%Share
30SPIREPOINT PRIVATE CLIENT, LLC10,239$154.0M0.01%Share
31UBS Group AG9,678$145.0M0.00%Share
32COMERICA BANK9,249$139.0M0.00%Share
33Estabrook Capital Management2,730$41.0M0.01%Share
34Nova Wealth Management, Inc.2,615$39.0M0.03%Share
35MORGAN STANLEY1,896,919$28.0M0.00%Share
36UBS Group AG1,757$26.0M0.00%Share
37Penserra Capital Management LLC1,468,529$22.0M0.26%Share
38CoreCap Advisors, LLC1,000$15.0M0.00%Share
39COMERICA BANK671$10.0M0.00%Share
40Sound Income Strategies, LLC688$10.0M0.00%Share
41Central Pacific Bank - Trust Division400$6.0M0.00%Share
42NCP Inc.395$5.0M0.00%Share
43READYSTATE ASSET MANAGEMENT LP321,259$4.8M0.20%Share
44MARK SHEPTOFF FINANCIAL PLANNING, LLC300$4.0M0.00%Share
45Almitas Capital LLC152,914$2.3M0.51%Share
46LPL Financial LLC197,992$2.0M0.00%Share
47MORGAN STANLEY189,367$2.0M0.00%Share
48BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC123,390$1.9M0.27%Share
49EVOLVE PRIVATE WEALTH, LLC73,330$1.0M0.06%Share
50FLAGSHIP HARBOR ADVISORS, LLC100$1.0M0.00%Share

BMEZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$115.4B+32
Q3 202553$75.8B-17
Q2 202570$98.4B-26
Q1 202596$591.5B-5
Q4 2024101$802.7B+34
Q3 202467$4.9T-9
Q2 202476$2.4T+3
Q1 202473$2.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold BMEZ (BlackRock Health Sciences Term Trust). The largest holder is BANK OF AMERICA CORP /DE/ with $23.0B in shares. This quarter, 10 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BMEZ?

As of Q4 2025, 50 institutional investors report holding BMEZ (BlackRock Health Sciences Term Trust) in their 13F filings.

Who is the largest institutional holder of BMEZ?

The largest institutional holder of BMEZ is BANK OF AMERICA CORP /DE/ with $23.0B in shares.

Is institutional ownership of BMEZ increasing or decreasing?

This quarter, 10 institutions opened new positions in BMEZ and 6 closed their positions.