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BlackRock Health Sciences Trust II

86 hedge funds and large institutions have $206M invested in BlackRock Health Sciences Trust II in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

30% more capital invested

Capital invested by funds: $159M → $206M (+$47.7M)

12% more funds holding

Funds holding: 7786 (+9)

2.48% more ownership

Funds ownership: 10.36%12.85% (+2.5%)

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
31
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$824K -$145K -9,686 -15%
IP
27
Indivisible Partners
Florida
$820K +$818K +54,461 New
NA
28
NewEdge Advisors
Louisiana
$809K -$48.1K -3,205 -6%
SFS
29
Shaker Financial Services
Virginia
$792K -$1.97M -131,417 -71%
Corient Private Wealth
30
Corient Private Wealth
Florida
$766K +$457K +30,442 +149%
BLC
31
Brown, Lisle/Cummings
Rhode Island
$764K +$61.5K +4,098 +9%
TI
32
TrueMark Investments
Illinois
$731K +$349K +23,263 +92%
AWM
33
Apollon Wealth Management
South Carolina
$709K +$195K +13,012 +38%
Jane Street
34
Jane Street
New York
$678K +$676K +45,038 New
MWM
35
Maridea Wealth Management
New York
$655K -$616 -41 -0.1%
CL
36
CSS LLC
Illinois
$569K +$567K +37,798 New
NAS
37
NWF Advisory Services
California
$522K +$195K +13,004 +60%
SWM
38
SeaCrest Wealth Management
New York
$449K +$4.56K +304 +1%
RA
39
RFG Advisory
Alabama
$445K +$11.8K +783 New
PAG
40
Private Advisor Group
New Jersey
$431K +$9.1K +606 +2%
CD
41
Chapin Davis
Maryland
$415K
PFO
42
PMG Family Office
Texas
$405K -$24.2K -1,611 -6%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$394K -$91.1K -6,066 -19%
HighTower Advisors
44
HighTower Advisors
Illinois
$394K +$393K +26,151 New
Ameriprise
45
Ameriprise
Minnesota
$346K -$6.4K -426 -2%
LOPW
46
Live Oak Private Wealth
North Carolina
$338K
LSC
47
Logan Stone Capital
Illinois
$327K +$326K +21,737 New
Creative Planning
48
Creative Planning
Kansas
$291K +$73.1K +4,872 +34%
KWA
49
Kingswood Wealth Advisors
California
$283K -$28.5K -1,901 -9%
LBWM
50
Left Brain Wealth Management
Illinois
$269K +$268K +17,861 New

BMEZ Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q4 2025, worth a combined $206M — up 30% from $159M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BMEZ positions and 15 closed out — a net gain of 9 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $6.45M. The largest seller was Shaker Financial Services, cutting an estimated $1.97M.

  • 86 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q4 2025, up from 77 in Q3 2025.
  • Funds reported $206M of BlackRock Health Sciences Trust II stock for Q4 2025, up 30% quarter-over-quarter.
  • 24 funds opened new BlackRock Health Sciences Trust II positions in Q4 2025 and 15 closed out, a net change of +9 holders.
  • The largest BlackRock Health Sciences Trust II buyer in Q4 2025 was Rivernorth Capital Management, an estimated $6.45M added.
  • The largest BlackRock Health Sciences Trust II seller in Q4 2025 was Shaker Financial Services, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2025.