BLACKROCK HLTH SCI TRM TR II (BMEZ) Institutional Shareholders
BLACKROCK HLTH SCI TRM TR II (BMEZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $257.82M in BMEZ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BMEZ tracked by InsiderSet, reporting ownership valued at approximately $27.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.54M, representing an estimated gain of +7.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed BMEZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Saba Capital Management, L.P., and several other long-term asset managers with concentrated positions in BLACKROCK HLTH SCI TRM TR II (BMEZ).
This page ranks the largest institutional BMEZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
88
Total Reported Value
$257.82M
Largest Holder
Morgan Stanley
Largest Position
$27.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,794,694 | $27,548,559 | $29,540,663 | +$1,992,104 | +7.23% | |
| Bank Of America Corp | 0.00% | 1,400,541 | $21,498,300 | $23,052,905 | +$1,554,605 | +7.23% | |
| Saba Capital Management, L.P. | 0.63% | 1,348,202 | $20,694,901 | $22,191,405 | +$1,496,504 | +7.23% | |
| Lazard Asset Management Llc | 0.03% | 1,332,867 | $20,459,508 | $21,938,991 | +$1,479,483 | +7.23% | |
| Raymond James Financial Inc | 0.00% | 1,105,575 | $16,970,586 | $18,197,765 | +$1,227,179 | +7.23% | |
| Ubs Group Ag | 0.00% | 1,064,856 | $16,345,539 | $17,527,530 | +$1,181,991 | +7.23% | |
| Invesco Ltd. | 0.00% | 885,405 | $13,590,967 | $14,573,766 | +$982,799 | +7.23% | |
| Rivernorth Capital Management, Llc | 0.64% | 873,816 | $13,413,076 | $14,383,011 | +$969,935 | +7.23% | |
| Wells Fargo & Company/Mn | 0.00% | 780,232 | $11,976,559 | $12,842,619 | +$866,060 | +7.23% | |
| Penserra Capital Management Llc | 0.06% | 516,073 | $7,921,000 | $8,494,562 | +$573,562 | +7.24% | |
| Almitas Capital Llc | 1.87% | 507,095 | $7,783,908 | $8,346,784 | +$562,876 | +7.23% | |
| City Of London Investment Management Co Ltd | 0.46% | 503,273 | $7,725,241 | $8,283,874 | +$558,633 | +7.23% | |
| Atlas Wealth Llc | 1.09% | 499,696 | $7,670,340 | $8,224,996 | +$554,656 | +7.23% | |
| 1607 Capital Partners, Llc | 0.59% | 442,213 | $6,787,970 | $7,278,826 | +$490,856 | +7.23% | |
| Z3 Capital Partners, Llc | 1.27% | 393,512 | $6,040,412 | $6,477,208 | +$436,796 | +7.23% | |
| Royal Bank Of Canada | 0.00% | 341,103 | $5,236,000 | $5,614,555 | +$378,555 | +7.23% | |
| Sit Investment Associates Inc | 0.08% | 271,270 | $4,164,000 | $4,465,104 | +$301,104 | +7.23% | |
| Stifel Financial Corp | 0.00% | 224,529 | $3,446,537 | $3,695,747 | +$249,210 | +7.23% | |
| Blue Bell Private Wealth Management, Llc | 0.34% | 177,065 | $2,717,955 | $2,914,490 | +$196,535 | +7.23% | |
| Lpl Financial Llc | 0.00% | 171,681 | $2,635,310 | $2,825,869 | +$190,559 | +7.23% | |
| Osaic Holdings, Inc. | 0.00% | 145,680 | $2,236,228 | $2,397,893 | +$161,665 | +7.23% | |
| Karpus Management, Inc. | 0.05% | 117,615 | $1,805,390 | $1,935,943 | +$130,553 | +7.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 114,378 | $1,755,716 | $1,882,662 | +$126,946 | +7.23% | |
| Rfg Advisory, Llc | 0.02% | 8,068 | $1,568,581 | $132,799 | -$1,435,782 | -91.53% | |
| Oppenheimer & Co Inc | 0.02% | 100,113 | $1,536,735 | $1,647,860 | +$111,125 | +7.23% | |
| Evolve Private Wealth, Llc | 0.09% | 93,692 | $1,438,172 | $1,542,170 | +$103,998 | +7.23% | |
| Truemark Investments, Llc | 0.17% | 88,556 | $1,359,335 | $1,457,632 | +$98,297 | +7.23% | |
| &Partners | 0.01% | 85,761 | $1,339,483 | $1,411,626 | +$72,143 | +5.39% | |
| Advisors Asset Management, Inc. | 0.02% | 49,498 | $1,255,269 | $814,737 | -$440,532 | -35.09% | |
| Apollon Wealth Management, Llc | 0.01% | 70,019 | $1,074,792 | $1,152,513 | +$77,721 | +7.23% | |
| Summit Financial, Llc | 0.01% | 69,375 | $1,064,912 | $1,141,913 | +$77,001 | +7.23% | |
| Indivisible Partners | 0.06% | 65,667 | $1,007,995 | $1,080,879 | +$72,884 | +7.23% | |
| Brown, Lisle/Cummings, Inc. | 0.20% | 57,026 | $875,357 | $938,648 | +$63,291 | +7.23% | |
| Calamos Advisors Llc | 0.00% | 55,243 | $847,980 | $909,300 | +$61,320 | +7.23% | |
| Quantinno Capital Management Lp | 0.00% | 54,746 | $840,364 | $901,119 | +$60,755 | +7.23% | |
| Susquehanna International Group, Llp | 0.00% | 49,515 | $760,055 | $815,017 | +$54,962 | +7.23% | |
| Maridea Wealth Management Llc | 0.08% | 47,049 | $722,199 | $774,427 | +$52,228 | +7.23% | |
| Kestra Advisory Services, Llc | 0.00% | 42,765 | $656,443 | $703,912 | +$47,469 | +7.23% | |
| Quantedge Capital Pte Ltd | 0.47% | 40,654 | $624,039 | $669,165 | +$45,126 | +7.23% | |
| Nwf Advisory Services Inc. | 0.06% | 40,473 | $621,263 | $666,186 | +$44,923 | +7.23% | |
| Adalta Capital Management Llc | 0.25% | 37,080 | $569,178 | $610,337 | +$41,159 | +7.23% | |
| Xtx Topco Ltd | 0.01% | 35,424 | $543,758 | $583,079 | +$39,321 | +7.23% | |
| Private Advisor Group, Llc | 0.00% | 31,962 | $490,614 | $526,095 | +$35,481 | +7.23% | |
| Corient Private Wealth Llc | 0.00% | 30,442 | $467,285 | $501,075 | +$33,790 | +7.23% | |
| Pmg Family Office Llc | 0.43% | 30,344 | $465,780 | $499,462 | +$33,682 | +7.23% | |
| Jane Street Group, Llc | 0.00% | 29,775 | $457,046 | $490,097 | +$33,051 | +7.23% | |
| Css Llc/Il | 0.02% | 28,796 | $442,019 | $473,982 | +$31,963 | +7.23% | |
| Millennium Management Llc | 0.00% | 27,883 | $428,004 | $458,954 | +$30,950 | +7.23% | |
| Ameriprise Financial Inc | 0.00% | 27,544 | $422,801 | $453,374 | +$30,573 | +7.23% | |
| Chapin Davis, Inc. | 0.07% | 26,454 | $406,070 | $435,433 | +$29,363 | +7.23% |
Frequently asked questions about BMEZ
Who owns the most BMEZ stock?
The largest holders of BMEZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK HLTH SCI TRM TR II (BMEZ).
Is BMEZ widely held by superinvestors?
Many widely followed stocks like BMEZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BMEZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.