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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
HI
76
Harbour Investments
Wisconsin
$93.8K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$82K
GWM
78
Geneos Wealth Management
Colorado
$80.5K +$42.3K +2,703 New
WAM
79
Wolverine Asset Management
Illinois
$76.8K -$2.86M -182,461 -97%
BlackRock
80
BlackRock
New York
$74.5K -$78.2K -5,000 -50%
SIC
81
Salem Investment Counselors
North Carolina
$44.7K
SWA
82
SOA Wealth Advisors
New York
$42.7K +$668K +42,718 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$39K +$26K +1,662 +178%
NWM
84
Nova Wealth Management
Florida
$39K +$40.9K +2,615 New
ECM
85
Estabrook Capital Management
New York
$37.1K +$1.3K +83 +3%
LFG
86
Larson Financial Group
Missouri
$30.5K +$11K +700 +52%
WA
87
WPG Advisers
Maryland
$19.4K +$11.3K +720 +124%
AG
88
AmeriFlex Group
Nevada
$16.2K -$8.39K -536 -33%
CPBTD
89
Central Pacific Bank - Trust Division
Hawaii
$5.96K
NI
90
NCP Inc
California
$5.89K -$16 -1 -0.3%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$4.86K +$188 +12 +3%
AssetMark Inc
92
AssetMark Inc
California
$4.42K
MCM
93
MAI Capital Management
Ohio
$4.32K -$31.3K -2,000 -87%
SS
94
Sunbelt Securities
Texas
$3.64K
AA
95
Ancora Advisors
Ohio
$1.13K
SIS
96
Sound Income Strategies
Florida
$447
OIA
97
Optimum Investment Advisors
Illinois
$283
AF
98
Allworth Financial
California
$181 +$16 +1 +8%
CC
99
CF Capital
Massachusetts
-$3.74M -259,913 Closed
COLIM
100
City of London Investment Management
United Kingdom
-$3.66M -254,137 Closed

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.