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BlackRock Health Sciences Trust II

77 hedge funds and large institutions have $159M invested in BlackRock Health Sciences Trust II in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

11% more capital invested

Capital invested by funds: $142M → $159M (+$16.3M)

1% more funds holding

Funds holding: 7677 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0.95% more ownership

Funds ownership: 9.41%10.36% (+0.95%)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
28
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$491K +$145K +10,194 +43%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$465K +$40.1K +2,822 +10%
SWM
28
SeaCrest Wealth Management
New York
$428K +$24.8K +1,747 +7%
PFO
29
PMG Family Office
Texas
$411K +$405K +28,518 New
PAG
30
Private Advisor Group
New Jersey
$404K +$13.4K +940 +3%
CD
31
Chapin Davis
Maryland
$398K +$12.1K +849 +3%
TI
32
TrueMark Investments
Illinois
$365K +$359K +25,304 New
Ameriprise
33
Ameriprise
Minnesota
$338K +$127K +8,924 +61%
LOPW
34
Live Oak Private Wealth
North Carolina
$324K
NAS
35
NWF Advisory Services
California
$313K +$308K +21,681 New
KWA
36
Kingswood Wealth Advisors
California
$299K -$50.7K -3,572 -15%
Corient Private Wealth
37
Corient Private Wealth
Florida
$295K
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$287K -$1.32M -93,254 -82%
Truist Financial
39
Truist Financial
North Carolina
$270K -$12.9K -907 -5%
QC
40
Quantedge Capital
Singapore
$237K +$90.9K +6,400 +64%
FT
41
Fiduciary Trust
Massachusetts
$231K -$565K -39,791 -71%
P
42
&Partners
Tennessee
$226K +$14.5K +1,019 +7%
IAS
43
Insigneo Advisory Services
Florida
$212K +$1.97K +139 +1%
Creative Planning
44
Creative Planning
Kansas
$209K +$53.6K +3,773 +35%
EWA
45
Evolution Wealth Advisors
Florida
$205K
SPIA
46
Steward Partners Investment Advisory
New York
$202K -$572K -40,295 -74%
BRWA
47
B. Riley Wealth Advisors
Florida
$187K +$1.08K +76 +0.6%
SP
48
Stablepoint Partners
Massachusetts
$181K -$9.09K -640 -5%
TSS
49
Two Sigma Securities
New York
$156K +$154K +10,827 New
Comerica Bank
50
Comerica Bank
Texas
$146K

BMEZ Hedge Fund Activity: Q3 2025 in Review

77 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q3 2025, worth a combined $159M — up 11% from $142M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BMEZ positions and 15 closed out — a net gain of 1 holder — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Invesco, adding an estimated $3.95M. The largest seller was Raymond James Financial, cutting an estimated $4.03M.

  • 77 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q3 2025, up from 76 in Q2 2025.
  • Funds reported $159M of BlackRock Health Sciences Trust II stock for Q3 2025, up 11% quarter-over-quarter.
  • 16 funds opened new BlackRock Health Sciences Trust II positions in Q3 2025 and 15 closed out, a net change of +1 holder.
  • The largest BlackRock Health Sciences Trust II buyer in Q3 2025 was Invesco, an estimated $3.95M added.
  • The largest BlackRock Health Sciences Trust II seller in Q3 2025 was Raymond James Financial, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2025.