BLACKROCK HEALTH SCIENCES TE BMEZ
COM SHS · Closed-End Fund · CUSIP 09260E105
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $15.40.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 76 |
| Q4 2022 | 82 |
| Q1 2023 | 86 |
| Q2 2023 | 92 |
| Q3 2023 | 99 |
| Q4 2023 | 106 |
| Q1 2024 | 100 |
| Q2 2024 | 95 |
| Q3 2024 | 93 |
| Q4 2024 | 104 |
| Q1 2025 | 100 |
| Q2 2025 | 76 |
| Q3 2025 | 76 |
| Q4 2025 | 85 |
| Q1 2026 | 87 |
| Q2 2026 | 87 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 32 | 61 |
| Q4 2024 | 46 | 47 |
| Q1 2025 | 46 | 52 |
| Q2 2025 | 30 | 60 |
| Q3 2025 | 43 | 32 |
| Q4 2025 | 51 | 32 |
| Q1 2026 | 54 | 31 |
| Q2 2026 | 46 | 36 |
Biggest buyers
| LAZARD ASSET MANAGEMENT LLC | Added | +711.3k |
| Saba Capital Management, L.P. | Added | +588.7k |
| Atlas Wealth LLC | New | +499.7k |
| SIT INVESTMENT ASSOCIATES INC | New | +271.3k |
| RAYMOND JAMES FINANCIAL INC | Added | +140.9k |
| BANK OF AMERICA CORP /DE/ | Added | +87.3k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Added | +64.6k |
| UBS Group AG | Added | +55.8k |
| Quantinno Capital Management LP | New | +54.7k |
| SOA Wealth Advisors, LLC. | New | +44.8k |
Biggest sellers
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -379.6k |
| MORGAN STANLEY | Reduced | -144.3k |
| Quantedge Capital Pte Ltd | Reduced | -95.2k |
| Invesco Ltd. | Reduced | -84.1k |
| 1607 Capital Partners, LLC | Reduced | -72.3k |
| Shaker Financial Services, LLC | Sold out | -46.2k |
| Logan Stone Capital, LLC | Sold out | -41.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -37.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -35.3k |
| STIFEL FINANCIAL CORP | Reduced | -26.1k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Saba Capital Management, L.P.
13D · may seek influence
filed 2025-01-21
Stated purposeItem 4 is hereby amended and supplemented as follows: On January 20, 2025, Saba Capital Management, L.P. entered into a standstill agreement (the "Agreement") with respect to the Issuer, pursuant to which the Issuer agreed to commence a cash tender offer to purchase 40% of its outstanding Common Shares at a price per share equal to 99.5% of the Issuer's net asset value per share (the "Tender Offer"). Saba Capital agreed to tender the Common Shares then owned by Saba Capital and one or more private funds, non-U.S. public funds or accounts managed by Saba Capital, subject to the terms and conditions therein. The Agreement also provides for customary standstill provisions during the period from the date of the Agreement through the date that is the earliest of (i) the day following the comp… Full filing |
20.0% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $308.4k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.8m $27.5m | Reduced -144.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $21.5m | Added +87.3k |
| Saba Capital Management, L.P. 0.63% of their portfolio | 1.3m $20.7m | Added +588.7k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 1.3m $20.5m | Added +711.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 1.1m $17.0m | Added +140.9k |
| UBS Group AG 0.00% of their portfolio | 1.1m $16.3m | Added +55.8k |
| Invesco Ltd. 0.00% of their portfolio | 885.4k $13.6m | Reduced -84.1k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.64% of their portfolio | 873.8k $13.4m | Added +64.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 780.2k $12.0m | Added +1.4k |
| Penserra Capital Management LLC 0.06% of their portfolio | 516.1k $7.9m | Added +19.7k |
| Almitas Capital LLC 1.87% of their portfolio | 507.1k $7.8m | Added +700 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.46% of their portfolio | 503.3k $7.7m | Unchanged |
| Atlas Wealth LLC 1.09% of their portfolio | 499.7k $7.7m | New |
| 1607 Capital Partners, LLC 0.59% of their portfolio | 442.2k $6.8m | Reduced -72.3k |
| Z3 Capital Partners, LLC 1.27% of their portfolio | 393.5k $6.0m | Added +27.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 341.1k $5.2m | Reduced -12.5k |
| SIT INVESTMENT ASSOCIATES INC 0.08% of their portfolio | 271.3k $4.2m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 224.5k $3.4m | Reduced -26.1k |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.34% of their portfolio | 177.1k $2.7m | Added +19.2k |
| LPL Financial LLC 0.00% of their portfolio | 171.7k $2.6m | Reduced -24.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 145.7k $2.2m | Added +8.5k |
| Karpus Management, Inc. 0.05% of their portfolio | 117.6k $1.8m | Reduced -60 |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 114.4k $1.8m | Reduced -12.9k |
| OPPENHEIMER & CO INC 0.02% of their portfolio | 100.1k $1.5m | Added +911 |
| EVOLVE PRIVATE WEALTH, LLC 0.09% of their portfolio | 93.7k $1.4m | Added +11.4k |
| TrueMark Investments, LLC 0.17% of their portfolio | 88.6k $1.4m | Added +29.4k |
| &PARTNERS 0.01% of their portfolio | 85.8k $1.3m | Reduced -1.5k |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 70.0k $1.1m | Added +9.8k |
| Summit Financial, LLC 0.01% of their portfolio | 69.4k $1.1m | Added +6.2k |
| Indivisible Partners 0.06% of their portfolio | 65.7k $1.0m | Reduced -6.8k |
| Calamos Advisors LLC 0.00% of their portfolio | 55.2k $848.0k | Added +3.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 54.7k $840.4k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 49.5k $760.1k | Reduced -35.3k |
| Maridea Wealth Management LLC 0.08% of their portfolio | 47.0k $722.2k | Added +3.9k |
| SOA Wealth Advisors, LLC. 0.01% of their portfolio | 44.8k $44.8k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 42.8k $656.4k | Reduced -19.5k |
| Quantedge Capital Pte Ltd 0.47% of their portfolio | 40.7k $624.0k | Reduced -95.2k |
| NWF Advisory Services Inc. 0.06% of their portfolio | 40.5k $621.3k | Added +4 |
| Adalta Capital Management LLC 0.25% of their portfolio | 37.1k $569.2k | New |
| XTX Topco Ltd 0.01% of their portfolio | 35.4k $543.8k | Added +12.4k |
| Private Advisor Group, LLC 0.00% of their portfolio | 32.0k $490.6k | Added +2.7k |
| Corient Private Wealth LP 0.00% of their portfolio | 30.4k $467.3k | New |
| PMG Family Office LLC 0.43% of their portfolio | 30.3k $465.8k | Added +2.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 29.8k $457.0k | New |
| CSS LLC/IL 0.02% of their portfolio | 28.8k $442.0k | Reduced -12.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 27.9k $428.0k | Reduced -37.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 27.5k $422.8k | Added +2.5k |
| CHAPIN DAVIS, INC. 0.07% of their portfolio | 26.5k $406.1k | Added +400 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 26.3k $403.0k | Reduced -1.9k |
| SeaCrest Wealth Management, LLC 0.04% of their portfolio | 23.4k $359.9k | Reduced -3.2k |
| Live Oak Private Wealth LLC 0.04% of their portfolio | 22.4k $344.6k | Unchanged |
| Left Brain Wealth Management, LLC 0.10% of their portfolio | 20.5k $315.3k | Added +9 |
| DAVENPORT & Co LLC 0.00% of their portfolio | 19.5k $299.0k | Added +3.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 15.4k $237.1k | New |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 15.1k $231.6k | Added +102 |
| INSIGNEO ADVISORY SERVICES, LLC 0.01% of their portfolio | 15.0k $230.1k | Reduced -2.4k |
| KAVAR CAPITAL PARTNERS GROUP, LLC 0.03% of their portfolio | 14.2k $218.7k | Unchanged |
| Evolution Wealth Advisors, LLC 0.03% of their portfolio | 14.2k $218.6k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 14.2k $217.4k | Reduced -2.1k |
| Kathmere Capital Management, LLC 0.01% of their portfolio | 13.7k $210.6k | Added +1.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 12.0k $184.1k | New |
| Stablepoint Partners, LLC 0.02% of their portfolio | 11.3k $172.9k | Reduced -776 |
| INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio | 10.9k $167.4k | New |
| Csenge Advisory Group 0.01% of their portfolio | 10.7k $163.6k | Added +576 |
| KINGSWOOD WEALTH ADVISORS, LLC 0.01% of their portfolio | 10.5k $161.4k | Reduced -1.1k |
| SPIREPOINT PRIVATE CLIENT, LLC 0.01% of their portfolio | 10.4k $160.2k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 9.9k $152.3k | Unchanged |
| RFG Advisory, LLC 0.02% of their portfolio | 8.1k $1.6m | Reduced -17.1k |
| Clearstead Advisors, LLC 0.00% of their portfolio | 6.7k $102.3k | Added +81 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 6.3k $96.6k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 5.0k $76.8k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 3.0k $46.2k | New |
| Estabrook Capital Management 0.01% of their portfolio | 2.9k $43.8k | Added +63 |
| BOKF, NA 0.00% of their portfolio | 2.5k $38.4k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.4k $37.1k | Unchanged |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 2.2k $34.5k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 2.2k $34.1k | Unchanged |
| SouthState Bank Corp 0.00% of their portfolio | 2.0k $30.7k | Unchanged |
| Pinnacle Bancorp, Inc. 0.01% of their portfolio | 2.0k $30.7k | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 1.0k $15.3k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 600 $9.2k | Reduced -5.0k |
| Ancora Advisors LLC 0.00% of their portfolio | 600 $9.2k | Reduced -76 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 545 $8.4k | Unchanged |
| Institute for Wealth Management, LLC. 0.00% of their portfolio | 450 $6.9k | New |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.00% of their portfolio | 300 $4.6k | Unchanged |
| Strategic Wealth Partners, Ltd. 0.00% of their portfolio | 100 $1.5k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 47 $721 | Unchanged |