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BlackRock Health Sciences Trust

72 hedge funds and large institutions have $107M invested in BlackRock Health Sciences Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

7% more funds holding

Funds holding: 6772 (+5)

1.97% more ownership

Funds ownership: 21.2%23.17% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $108M → $107M (-$1.35M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
21
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.1M -$330K -9,111 -2%
Wells Fargo
2
Wells Fargo
California
$12.8M +$350K +9,664 +3%
NRW
3
Nova R Wealth
Kansas
$10.3M -$1.18M -32,497 -10%
Invesco
4
Invesco
Georgia
$7.36M +$38K +1,047 +0.5%
Bank of America
5
Bank of America
North Carolina
$6.64M +$329K +9,069 +5%
1CP
6
1607 Capital Partners
Virginia
$5.6M +$449K +12,393 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.15M -$84.9K -2,342 -2%
CA
8
Cornerstone Advisory
Maryland
$5.08M -$404K -11,144 -7%
UBS Group
9
UBS Group
Switzerland
$4.24M -$678K -18,693 -14%
Raymond James Financial
10
Raymond James Financial
Florida
$3.54M +$291K +8,023 +9%
SFS
11
Shaker Financial Services
Virginia
$3.22M +$8.14M +224,516 New
Ameriprise
12
Ameriprise
Minnesota
$2.59M +$121K +3,342 +5%
LPL Financial
13
LPL Financial
California
$1.98M -$9.79K -270 -0.5%
KIM
14
Karpus Investment Management
New York
$1.92M +$34.7K +957 +2%
WAM
15
Wolverine Asset Management
Illinois
$1.71M -$384K -10,580 -18%
NRI
16
NFP Retirement Inc
California
$1.62M -$443K -12,209 -22%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.45M -$20.3K -559 -1%
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.42M +$363K +10,012 +35%
CCMW
19
Cypress Capital Management (Wyoming)
Wyoming
$1.41M +$1.4M +38,545 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.4M +$123K +3,401 +10%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.28M +$1.27M +35,110 New
KAS
22
Kestra Advisory Services
Texas
$1.08M +$173K +4,772 +19%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.01M -$105K -2,897 -9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$975K -$867K -23,915 -47%
HighTower Advisors
25
HighTower Advisors
Illinois
$820K -$127K -3,508 -14%

BME Hedge Fund Activity: Q2 2025 in Review

72 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q2 2025, worth a combined $107M — down 1.2% from $108M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BME positions and 11 closed out — a net gain of 5 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $8.14M. The largest seller was Nova R Wealth, cutting an estimated $1.18M.

  • 72 institutional investors held BlackRock Health Sciences Trust (BME) as of Q2 2025, up from 67 in Q1 2025.
  • Funds reported $107M of BlackRock Health Sciences Trust stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 16 funds opened new BlackRock Health Sciences Trust positions in Q2 2025 and 11 closed out, a net change of +5 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q2 2025 was Shaker Financial Services, an estimated $8.14M added.
  • The largest BlackRock Health Sciences Trust seller in Q2 2025 was Nova R Wealth, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2025.