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BlackRock Health Sciences Trust II

98 hedge funds and large institutions have $643M invested in BlackRock Health Sciences Trust II in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $639M → $643M (+$3.86M)

0.08% less ownership

Funds ownership: 42.74%42.66% (-0.08%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

5% less funds holding

Funds holding: 10398 (-5)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
33
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$349K -$110K -7,035 -23%
LOPW
52
Live Oak Private Wealth
North Carolina
$335K
WI
53
Westbourne Investments
Virginia
$328K
BCM
54
Bluefin Capital Management
New York
$312K +$328K +20,954 New
KPF
55
K2 Principal Fund
Ontario, Canada
$310K +$71.3K +4,559 +28%
NA
56
NewEdge Advisors
Louisiana
$307K -$53.5K -3,418 -14%
CD
57
Chapin Davis
Maryland
$303K +$7.82K +500 +3%
KCPG
58
Kavar Capital Partners Group
Kansas
$291K -$11.7K -750 -4%
Truist Financial
59
Truist Financial
North Carolina
$276K -$20.6K -1,316 -7%
DWM
60
Dakota Wealth Management
Florida
$266K -$27.1K -1,735 -9%
Corient Private Wealth
61
Corient Private Wealth
Florida
$239K -$160K -10,200 -39%
CA
62
CoreCap Advisors
Michigan
$234K +$149K +9,500 +153%
P
63
&Partners
Tennessee
$225K +$42.8K +2,733 +22%
IAS
64
Insigneo Advisory Services
Florida
$215K -$158K -10,067 -41%
EWA
65
Evolution Wealth Advisors
Florida
$212K +$48.9K +3,125 +28%
VF
66
Virtu Financial
New York
$212K -$1.94K -124 -0.9%
ST
67
Sentinel Trust
Texas
$211K
Millennium Management
68
Millennium Management
New York
$197K +$207K +13,234 New
SP
69
Stablepoint Partners
Massachusetts
$197K +$7.82K +500 +4%
Ameriprise
70
Ameriprise
Minnesota
$190K -$206K -13,155 -51%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$189K +$198K +12,655 New
CA
72
Clearstead Advisors
Ohio
$167K +$97.1K +6,205 +124%
Creative Planning
73
Creative Planning
Kansas
$161K -$16.4K -1,049 -9%
Comerica Bank
74
Comerica Bank
Texas
$151K -$1.17K -75 -0.7%
EC
75
Elequin Capital
New York
$105K +$19K +1,214 +21%

BMEZ Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q1 2025, worth a combined $643M — up 0.6% from $639M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BMEZ and 14 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was Royal Bank of Canada, adding an estimated $19.1M. The largest seller was Almitas Capital, cutting an estimated $17.8M.

  • 98 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q1 2025, down from 103 in Q4 2024.
  • Funds reported $643M of BlackRock Health Sciences Trust II stock for Q1 2025, up 0.6% quarter-over-quarter.
  • 14 funds opened new BlackRock Health Sciences Trust II positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest BlackRock Health Sciences Trust II buyer in Q1 2025 was Royal Bank of Canada, an estimated $19.1M added.
  • The largest BlackRock Health Sciences Trust II seller in Q1 2025 was Almitas Capital, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2025.