BlackRock Health SciencesXBMEX

13F holders, Q1 2024 (March 31)
73holders
1famous investor
$40.60avg. 13F price*

At the end of Q1 2024, 73 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings. The largest holders were Wells Fargo & Company ($18.4M), Morgan Stanley ($15.9M) and Nova R Wealth, Inc. ($14.8M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
BlackRock Health Sciences
CUSIP
09250W107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 73Q1 2024Q2 2024: 69Q2 2024Q3 2024: 73Q3 2024Q4 2024: 73Q4 2024Q1 2025: 67Q1 2025Q2 2025: 72Q2 2025Q3 2025: 76Q3 2025Q4 2025: 77Q4 2025Q1 2026: 76Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions12$4.5M
Exits10$1.8M

Ownership 73 holders

Wells Fargo & Company 0.00% Add +12.7% 443,112 $18.4M
Morgan Stanley 0.00% Add +1.8% 384,713 $15.9M
Nova R Wealth, Inc. 7.74% Reduce -5.3% 357,869 $14.8M
Bank of America Corp. 0.00% Add +10.6% 181,304 $7.5M
Ameriprise Financial Inc. 0.00% Add +13.6% 177,540 $7.4M
Invesco Ltd. 0.00% Reduce -17.3% 170,694 $7.1M
UBS Group AG 0.00% Add +37.0% 147,403 $6.1M
Cornerstone Advisory, LLC 0.82% Add +17.1% 139,023 $5.8M
Royal Bank of Canada 0.00% Add +9.5% 137,338 $5.7M
1607 Capital Partners, LLC 0.42% Reduce -28.1% 123,477 $5.1M
LPL Financial LLC 0.00% Reduce -0.6% 65,893 $2.7M
Wealthspire Retirement, LLC 0.21% Add +9.7% 59,578 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.5% 52,365 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -2.8% 47,823 $2.0M
LM Advisors LLC 0.31% New 107,342 $1.8M
Raymond James & Associates 0.00% Add +3.1% 41,946 $1.7M
HighTower Advisors, LLC 0.00% Reduce -1.3% 33,336 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -0.8% 28,746 $1.2M
Lanark Financial, Inc. 0.11% Reduce -1.2% 26,279 $1.2M
Janney Montgomery Scott LLC 0.00% Add +8.3% 27,837 $1.2M
Landscape Capital Management, L.L.C. 0.09% Reduce -26.3% 24,465 $1.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.4% 22,292 $924K
Raymond James Trust N.A. 0.02% No change 20,387 $845K
PFG Investments, LLC 0.05% New 19,112 $792K
Osaic Holdings, Inc. 0.00% Add +16.9% 19,014 $788K
Karpus Management, Inc. 0.02% Reduce -0.8% 17,863 $740K
NewEdge Advisors, LLC 0.01% Reduce -0.8% 17,199 $713K
Consolidated Portfolio Review Corp 0.18% Add +1.0% 16,992 $704K
Rockefeller Capital Management L.P. 0.00% Add +7.0% 16,904 $701K
Cetera Investment Advisers 0.00% New 13,833 $573K
Wolverine Asset Management LLC 0.05% New 13,064 $541K
Diversified, LLC 0.07% Add +0.3% 11,855 $491K
Semus Wealth Partners LLC 0.38% Reduce -6.9% 10,931 $453K
Founders Financial Alliance, LLC 0.13% Add +0.1% 10,181 $422K
Guggenheim Capital LLC 0.00% Reduce -20.9% 9,464 $392K
Owen LaRue, LLC 0.24% Add +0.9% 9,441 $391K
Corrado Advisors, LLC 0.25% New 9,285 $385K
L.M. Kohn & Company 0.09% Reduce -1.3% 7,685 $318K
Baird Financial Group, Inc. 0.00% Add +6.3% 7,610 $315K
Millennium Management 0.00% No change 7,383 $306K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -42.0% 7,300 $303K
Waterfront Wealth Inc. 0.08% No change 7,575 $296K
Primoris Wealth Advisors, LLC 0.24% Reduce -2.4% 7,062 $293K
Stifel Financial Corp. 0.00% Add +24.8% 7,016 $291K
HBK Sorce Advisory LLC 0.01% Add +14.4% 7,009 $290K
Oppenheimer & Co. Inc. 0.00% No change 5,855 $243K
Calamos Advisors LLC 0.00% New 5,384 $223K
Truist Financial Corp. 0.00% No change 5,255 $218K
Wedbush Securities Inc. 0.01% New 5,210 $216K
Comerica Bank 0.00% Reduce -4.6% 5,187 $215K
PNC Financial Services Group, Inc. 0.00% No change 3,628 $150K
SOA Wealth Advisors, LLC. 0.03% Reduce -7.2% 3,052 $126K
Mb, Levis & Associates, LLC 0.06% Add +1.5% 2,677 $111K
AdvisorNet Financial, Inc 0.01% Add +177.6% 2,110 $87K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -37.4% 1,127 $47K
Private Trust Co. NA 0.00% No change 1,063 $44K
Geneos Wealth Management Inc. 0.00% No change 983 $41K
Nemes Rush Group LLC 0.01% No change 900 $37K
Brown Brothers Harriman & Co. 0.00% No change 590 $24K
Cwm, LLC 0.00% No change 400 $17K
Parallel Advisors, LLC 0.00% Add +1.6% 377 $16K
IFP Advisors, Inc 0.00% New 251 $10K
Hoey Investments, Inc. 0.00% Reduce -11.5% 231 $10K
SJS Investment Consulting Inc. 0.00% New 225 $9K
US Bancorp \de 0.00% New 200 $8K
Spire Wealth Management 0.00% No change 165 $7K
Principal Securities, Inc. 0.00% Reduce -14.5% 147 $6K
Tower Research Capital LLC (TRC) 0.00% New 142 $6K
Winch Advisory Services, LLC 0.00% New 114 $5K
PSI Advisors, LLC 0.00% No change 100 $4K
Global Retirement Partners, LLC 0.00% No change 100 $4K
Bogart Wealth, LLC 0.00% No change 33 $1K
FMR LLC 0.00% No change 1 $41

"% of holder's portfolio" is XBMEX's weight in each manager's 13F, not the share of BlackRock Health Sciences the manager owns.