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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
Morgan Stanley
1
Morgan Stanley
New York
$26M +$568K +40,011 +2%
Bank of America
2
Bank of America
North Carolina
$22.1M +$868K +61,105 +4%
PCM
3
Penserra Capital Management
California
$19.2M +$2.49M +175,629 +15%
UBS Group
4
UBS Group
Switzerland
$15.5M -$1.33M -93,982 -8%
Invesco
5
Invesco
Georgia
$13.4M +$3.95M +278,024 +43%
Wells Fargo
6
Wells Fargo
California
$10.7M +$922K +64,898 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$6.15M -$4.03M -283,476 -40%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.29M -$709K -49,923 -12%
Stifel Financial
9
Stifel Financial
Missouri
$3.84M +$80.9K +5,693 +2%
RAM
10
Readystate Asset Management
Illinois
$3.56M +$3.05M +214,761 +665%
WAM
11
Wolverine Asset Management
Illinois
$3.24M +$3.13M +220,701 +5,782%
RCM
12
Rivernorth Capital Management
Florida
$3.16M +$3.11M +219,276 New
LPL Financial
13
LPL Financial
California
$2.68M -$38K -2,672 -1%
SFS
14
Shaker Financial Services
Virginia
$2.65M +$2.61M +184,069 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.31M +$238K +16,732 +12%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.77M -$90.9K -6,403 -5%
OC
17
Oppenheimer & Co
New York
$1.5M +$336K +23,660 +29%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.29M +$1.27M +89,467 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.1M +$1.08M +76,094 New
COLIM
20
City of London Investment Management
United Kingdom
$1.07M +$1.05M +74,070 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$930K -$9.69K -682 -1%
SF
22
Summit Financial
New Jersey
$886K +$873K +61,464 New
NA
23
NewEdge Advisors
Louisiana
$821K +$123K +8,641 +18%
BLC
24
Brown, Lisle/Cummings
Rhode Island
$673K +$22.1K +1,554 +3%
MWM
25
Maridea Wealth Management
New York
$653K +$4.5K +317 +0.7%

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.