BlackRock Health Sciences Term Trust

BMEZ • NYSE

BlackRock Health Sciences Term Trust is a publicly traded company on NYSE. As of Q3 2025, 71 institutional investors hold shares in this company, with total holdings valued at $132.3M. MORGAN STANLEY is the largest holder with a position valued at $26.0M.

Websiteblackrock.com

Overview

Overview of institutional ownership in BMEZ as of Q3 2025

All Institutions

Institutions: 71
Value Held: $132.3M
Shares Held: 9.2M
Avg Position: $1.9M
Median Position: $231.2K

Hedge Funds

Hedge Funds: 4
Value Held: $10.2M
Shares Held: 710.7K
Avg Position: $2.6M
Median Position: $3.2M

Biggest Investors

Institutions with the largest positions in BMEZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$26.0M 0.00% of portfolio	0.00% 1.8M shares	Q4 2022 Held for 2y 11m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$22.1M 0.00% of portfolio	0.00% 1.5M shares	Q4 2022 Held for 2y 11m	$1.33T
UBS Group AG Institution	Sergio P. Ermotti CEO	$15.5M 0.00% of portfolio	0.00% 1.1M shares	Q4 2022 Held for 2y 11m	$511.54B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$13.4M 0.00% of portfolio	0.00% 929.1K shares	Q4 2022 Held for 2y 11m	$633.08B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$10.7M 0.00% of portfolio	0.00% 740.8K shares	Q4 2022 Held for 2y 11m	$488.50B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$6.2M 0.00% of portfolio	0.00% 426.6K shares	Q4 2024 Held for 11 months	$310.43B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$3.8M 0.00% of portfolio	0.00% 266.6K shares	Q4 2022 Held for 2y 11m	$109.37B
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	David Barnett Grossman Managing Partner	$3.6M 0.36% of portfolio	0.00% 247.1K shares	Q4 2024 Held for 11 months	$1.0B
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Christopher Lazarus Gust CEO	$3.2M 0.22% of portfolio	0.00% 224.5K shares	Q3 2023 Held for 2y 2m	$1.5B
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	Patrick William Galley CEO	$3.2M 0.19% of portfolio	0.00% 219.3K shares	Q4 2022 Held for 2y 11m	$1.7B

Net Capital Flow

Institutional buying and selling activity for BMEZ in Q3 2025

Traded: +$12.8M
Buyers: 40
Sellers: 27
Total Bought: +$25.2M
Total Sold: −$12.4M
Avg Position: $1.6M

Biggest Buyers

Institution	Net Bought	Current Position
Invesco Ltd. ETF Provider	+$4.0M +278.0K shares	$13.4M 929.1K shares
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.2M +220.7K shares	$3.2M 224.5K shares
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$3.2M +219.3K shares	$3.2M 219.3K shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	+$3.1M +214.8K shares	$3.6M 247.1K shares
Shaker Financial Services, LLC RIA/Wealth	+$2.7M +184.1K shares	$2.7M 184.1K shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	+$1.3M +89.5K shares	$1.3M 89.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.1M +76.1K shares	$1.1M 76.1K shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager	+$1.1M +74.1K shares	$1.1M 74.1K shares
WELLS FARGO & COMPANY/MN Institution	+$935.8K +64.9K shares	$10.7M 740.8K shares
Summit Financial, LLC RIA/Wealth	+$886.3K +61.5K shares	$886.3K 61.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$4.1M −283.5K shares	$6.2M 426.6K shares
J JANE STREET GROUP, LLC Institution	−$1.4M −97.5K shares	Sold Off 0 shares
UBS Group AG Institution	−$1.4M −94.0K shares	$15.5M 1.1M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.3M −93.3K shares	$286.6K 19.9K shares
RFG Advisory Group, LLC RIA/Wealth	−$857.6K −60.1K shares	Sold Off 0 shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	−$612.6K −45.1K shares	Sold Off 0 shares
Steward Partners Investment Advisory, LLC RIA/Wealth	−$581.1K −40.3K shares	$201.9K 14.0K shares
F FIDUCIARY TRUST CO Institution	−$573.8K −39.8K shares	$231.2K 16.0K shares
GOLDMAN SACHS GROUP INC Institution	−$420.7K −29.5K shares	Sold Off 0 shares
N NewEdge Wealth, LLC Institution	−$397.6K −28.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BMEZ in Q3 2025

New Positions: 8
New Value: $1.4M
Exited Positions: 13
Exited Value: $4.1M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$886.3K 61.5K shares
T TrueMark Investments, LLC Institution	$364.9K 25.3K shares
Smartleaf Asset Management LLC Long Only Manager	$91.5K 6.4K shares
H HUNTINGTON NATIONAL BANK Long Only Manager	$13.1K 909.0 shares
C CROWLEY WEALTH MANAGEMENT, INC. RIA/Wealth	$9.1K 630.0 shares
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth	$2.2K 150.0 shares
Morton Brown Family Wealth, LLC RIA/Wealth	$606.0 42.0 shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	- - shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$1.4M 97.5K shares
RFG Advisory Group, LLC RIA/Wealth	$857.6K 60.1K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$612.6K 45.1K shares
GOLDMAN SACHS GROUP INC Institution	$420.7K 29.5K shares
N NewEdge Wealth, LLC Institution	$397.6K 28.9K shares
WESTBOURNE INVESTMENTS, INC. RIA/Wealth	$313.7K 22.0K shares
W WHITE BAY PT LLC Institution	$26.5K 1.9K shares
C Colonial Asset Management, Inc. RIA/Wealth	$18.7K 1.3K shares
A AMERIFLEX GROUP, INC. Institution	$16.0K 1.1K shares
JPMORGAN CHASE & CO Institution	$8.9K 626.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BMEZ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BMEZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Shaker Financial Services, LLC RIA/Wealth	Kathryn Shaker Baummer Partner	0.91% $2.7M	0.00% 184.1K shares	Q3 2025 Held for 2 months	$291.6M
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	David Barnett Grossman Managing Partner	0.36% $3.6M	0.00% 247.1K shares	Q4 2024 Held for 11 months	$1.0B
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Christopher Lazarus Gust CEO	0.22% $3.2M	0.00% 224.5K shares	Q3 2023 Held for 2y 2m	$1.5B
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	Jonathan Miller CEO	0.20% $1.3M	0.00% 89.5K shares	Q4 2022 Held for 2y 11m	$657.4M
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	Patrick William Galley CEO	0.19% $3.2M	0.00% 219.3K shares	Q4 2022 Held for 2y 11m	$1.7B
BROWN, LISLE/CUMMINGS, INC. RIA/Wealth	David Anthony Izzi President	0.17% $672.9K	0.00% 46.7K shares	Q4 2021 Held for 3y 11m	$389.8M
Q Quantedge Capital Pte Ltd Institution	-	0.13% $237.3K	0.00% 16.5K shares	Q4 2022 Held for 2y 11m	$182.7M
Maridea Wealth Management LLC RIA/Wealth	Sean Yuxiang Sun President	0.10% $653.0K	0.00% 43.6K shares	Q1 2025 Held for 8 months	$640.8M
C CHAPIN DAVIS, INC. Institution	-	0.10% $398.1K	0.00% 27.6K shares	Q4 2022 Held for 2y 11m	$407.0M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager	Thomas Wayne Griffith CEO	0.08% $1.1M	0.00% 74.1K shares	Q3 2025 Held for 2 months	$1.4B

Hedge Fund Spotlight

Discover hedge funds investing in BMEZ

READYSTATE ASSET MANAGEMENT LP

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Barnett Grossman

Portfolio Value: $1.0B
Positions: 259
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock Health Sciences Term Trust

Market Value: $3.6M
Shares Held: 247.1K
Portfolio Weight: 0.36%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 iShares iBoxx $ Investment Grade Corporate Bond LQD	ETF ETF	$61.1M	6.10%
2 CyberArk Software CYBR	Software - Infrastructure Technology	$54.5M	5.44%
3 Exact Sciences EXAS	Medical - Diagnostics & Research Healthcare	$47.6M	4.75%