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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
CA
51
Clearstead Advisors
Ohio
$92.8K +$1.63K +115 +2%
SAM
52
Smartleaf Asset Management
Massachusetts
$91.5K +$91.2K +6,418 New
HI
53
Harbour Investments
Wisconsin
$90.8K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$79.3K -$7.95K -560 -9%
BlackRock
55
BlackRock
New York
$72.1K
NFSG
56
Newbridge Financial Services Group
Florida
$69.3K
AF
57
Allworth Financial
California
$46.3K +$45.4K +3,196 +24,585%
SWA
58
SOA Wealth Advisors
New York
$39.7K
ECM
59
Estabrook Capital Management
New York
$38.5K +$1.28K +90 +3%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$38K +$597 +42 +2%
NWM
61
Nova Wealth Management
Florida
$37.7K
SIC
62
Salem Investment Counselors
North Carolina
$32.4K -$10.7K -753 -25%
LFG
63
Larson Financial Group
Missouri
$29.6K
CA
64
CoreCap Advisors
Michigan
$14.4K -$128K -9,000 -90%
HNB
65
Huntington National Bank
Ohio
$13.1K +$12.9K +909 New
AAS
66
Ameritas Advisory Services
Nebraska
$12.6K
TRCT
67
Tower Research Capital (TRC)
New York
$10.8K +$10.7K +751 New
CWM
68
Crowley Wealth Management
Delaware
$9.09K +$8.95K +630 New
CPBTD
69
Central Pacific Bank - Trust Division
Hawaii
$5.77K
MCM
70
MAI Capital Management
Ohio
$4.18K
GRP
71
Global Retirement Partners
California
$2.96K -$1.46K -103 -33%
HWP
72
Highline Wealth Partners
California
$2.16K +$2.13K +150 New
SWP
73
Strategic Wealth Partners
Ohio
$1.44K
AA
74
Ancora Advisors
Ohio
$1.1K
AssetMark Inc
75
AssetMark Inc
California
$678 -$3.55K -250 -84%

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.