We are live on ! Find out more
BMEZ icon

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
Morgan Stanley
1
Morgan Stanley
New York
$31.4M +$4.23M +282,035 +16%
Bank of America
2
Bank of America
North Carolina
$23.5M +$422K +28,112 +2%
PCM
3
Penserra Capital Management
California
$22.1M +$2.04M +135,896 +10%
UBS Group
4
UBS Group
Switzerland
$15.6M -$610K -40,641 -4%
Invesco
5
Invesco
Georgia
$13.7M -$243K -16,199 -2%
Wells Fargo
6
Wells Fargo
California
$10.7M -$441K -29,382 -4%
Raymond James Financial
7
Raymond James Financial
Florida
$9.91M +$3.48M +232,026 +54%
RCM
8
Rivernorth Capital Management
Florida
$9.76M +$6.45M +429,291 +196%
WAM
9
Wolverine Asset Management
Illinois
$6.04M +$2.66M +176,993 +79%
Lazard Asset Management
10
Lazard Asset Management
New York
$5.7M +$5.68M +378,550 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.7M +$177K +11,793 +3%
ZCP
12
Z3 Capital Partners
Virginia
$5.27M +$5.26M +350,263 New
RAM
13
Readystate Asset Management
Illinois
$4.83M +$1.11M +74,185 +30%
COLIM
14
City of London Investment Management
United Kingdom
$4.78M +$3.66M +243,645 +329%
Stifel Financial
15
Stifel Financial
Missouri
$4.01M -$1.62K -108 -0%
LPL Financial
16
LPL Financial
California
$2.98M +$179K +11,919 +6%
AC
17
Almitas Capital
California
$2.3M +$2.3M +152,914 New
Osaic Holdings
18
Osaic Holdings
Arizona
$2.06M -$359K -23,929 -15%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.86M +$509K +33,923 +38%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.7M -$148K -9,856 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.5M +$352K +23,434 +31%
QC
22
Quantedge Capital
Singapore
$1.11M +$856K +57,000 +346%
EPW
23
Evolve Private Wealth
California
$1.1M +$1.1M +73,330 New
P
24
&Partners
Tennessee
$1.04M +$804K +53,558 +341%
SF
25
Summit Financial
New Jersey
$900K -$24.5K -1,631 -3%

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.