BlackRock Health SciencesXBMEX
13F holders, Q2 2024 (June 30)69holders −4
5new positions
10sold out
1famous investor
$40.85avg. 13F price*
At the end of Q2 2024, 69 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings, down 4 from Q1 2024. 5 opened new positions and 10 sold out. The largest holders were Wells Fargo & Company ($18.3M), Morgan Stanley ($15.0M) and Nova R Wealth, Inc. ($13.9M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.5M |
| Exits | 10 | $3.2M |
All 13F filers, Q1 2024 → Q2 2024: 338,895 shares bought and 231,627 shares sold, net +107,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Wells Fargo & Company | 0.00% | Add +1.1% | 448,136 | $18.3M |
| Morgan Stanley | 0.00% | Reduce -4.4% | 367,847 | $15.0M |
| Nova R Wealth, Inc. | 7.16% | Reduce -5.0% | 339,832 | $13.9M |
| 1607 Capital Partners, LLC | 0.83% | Add +84.5% | 227,794 | $9.3M |
| Invesco Ltd. | 0.00% | Add +17.6% | 200,692 | $8.2M |
| Bank of America Corp. | 0.00% | Add +4.1% | 188,768 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.3% | 159,203 | $6.5M |
| UBS Group AG | 0.00% | Reduce -3.7% | 141,934 | $5.8M |
| Cornerstone Advisory, LLC | 0.78% | Reduce -2.0% | 136,294 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 133,289 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 64,918 | $2.7M |
| Wolverine Asset Management LLC | 0.24% | Add +360.1% | 60,108 | $2.5M |
| Wealthspire Retirement, LLC | 0.20% | Add +0.4% | 59,834 | $2.4M |
| Landscape Capital Management, L.L.C. | 0.19% | Add +126.8% | 55,488 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.3% | 54,605 | $2.2M |
| Raymond James & Associates | 0.00% | Add +7.0% | 44,877 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 44,714 | $1.8M |
| Consolidated Portfolio Review Corp | 0.38% | Add +133.8% | 39,721 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.3% | 32,252 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +52.0% | 28,902 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.8% | 28,223 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.5% | 26,861 | $1.1M |
| Lanark Financial, Inc. | 0.10% | Reduce -1.3% | 25,938 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.4% | 22,383 | $914K |
| Raymond James Trust N.A. | 0.02% | Add +8.1% | 22,036 | $900K |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.8% | 20,764 | $848K |
| Karpus Management, Inc. | 0.02% | No change | 17,863 | $730K |
| Two Sigma Investments, LP | 0.00% | New | 17,411 | $711K |
| Logan Stone Capital, LLC | 0.15% | New | 14,694 | $600K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.4% | 13,520 | $552K |
| Cetera Investment Advisers | 0.00% | Reduce -4.7% | 13,181 | $538K |
| Summa Corp. | 0.26% | New | 13,047 | $533K |
| Millennium Management | 0.00% | Add +75.1% | 12,929 | $528K |
| Diversified, LLC | 0.06% | Reduce -0.4% | 11,805 | $482K |
| City of London Investment Management Co. Ltd. | 0.04% | New | 10,508 | $429K |
| Corrado Advisors, LLC | 0.23% | Reduce -4.8% | 8,840 | $361K |
| Semus Wealth Partners LLC | 0.26% | Reduce -24.1% | 8,293 | $339K |
| Founders Financial Alliance, LLC | 0.10% | Reduce -20.2% | 8,128 | $332K |
| Guggenheim Capital LLC | 0.00% | Reduce -15.2% | 8,024 | $328K |
| Calamos Advisors LLC | 0.00% | Add +46.4% | 7,884 | $322K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 7,784 | $318K |
| Owen LaRue, LLC | 0.20% | Reduce -17.7% | 7,771 | $317K |
| L.M. Kohn & Company | 0.08% | Reduce -7.8% | 7,089 | $290K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.4% | 7,037 | $287K |
| Primoris Wealth Advisors, LLC | 0.23% | Reduce -1.4% | 6,963 | $285K |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 6,577 | $269K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,394 | $261K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.1% | 5,922 | $242K |
| Waterfront Wealth Inc. | 0.06% | Reduce -23.8% | 5,775 | $236K |
| Truist Financial Corp. | 0.00% | No change | 5,255 | $215K |
| Comerica Bank | 0.00% | Reduce -24.1% | 3,937 | $161K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.7% | 3,240 | $132K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 3,052 | $125K |
| Mb, Levis & Associates, LLC | 0.05% | Reduce -6.6% | 2,500 | $102K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 1,133 | $46K |
| Private Trust Co. NA | 0.00% | No change | 1,063 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 983 | $40K |
| 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 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +1.6% | 383 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 251 | $10K |
| Hoey Investments, Inc. | 0.00% | No change | 231 | $9K |
| Spire Wealth Management | 0.00% | No change | 165 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | — | 160 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 147 | $6K |
| 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 |
"% of holder's portfolio" is XBMEX's weight in each manager's 13F, not the share of BlackRock Health Sciences the manager owns.