BlackRock Health SciencesXBMEX
13F holders, Q3 2024 (September 30)73holders +4
5new positions
2sold out
1famous investor
$41.93avg. 13F price*
At the end of Q3 2024, 73 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings, up 4 from Q2 2024. 5 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($17.9M), Morgan Stanley ($16.6M) and Nova R Wealth, Inc. ($14.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $515K |
| Exits | 2 | $667K |
All 13F filers, Q2 2024 → Q3 2024: 148,038 shares bought and 122,769 shares sold, net +25,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 427,948 | $17.9M |
| Morgan Stanley | 0.00% | Add +7.6% | 395,815 | $16.6M |
| Nova R Wealth, Inc. | 6.87% | Reduce -2.0% | 332,969 | $14.0M |
| 1607 Capital Partners, LLC | 1.02% | Add +16.5% | 265,314 | $11.1M |
| Invesco Ltd. | 0.00% | Add +2.2% | 205,103 | $8.6M |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 176,979 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 164,207 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +12.0% | 149,302 | $6.3M |
| UBS Group AG | 0.00% | Reduce -1.1% | 140,372 | $5.9M |
| Cornerstone Advisory, LLC | 0.74% | Reduce -1.4% | 134,454 | $5.6M |
| Wolverine Asset Management LLC | 0.36% | Add +42.4% | 85,565 | $3.6M |
| Wealthspire Retirement, LLC | 0.20% | Reduce -0.3% | 59,645 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -11.4% | 57,506 | $2.4M |
| Landscape Capital Management, L.L.C. | 0.21% | Reduce -10.2% | 49,814 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.4% | 45,641 | $1.9M |
| Raymond James & Associates | 0.00% | Add +1.4% | 45,502 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 45,393 | $1.9M |
| Consolidated Portfolio Review Corp | 0.40% | Add +7.2% | 42,574 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.1% | 30,279 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 28,031 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Reduce -3.3% | 25,095 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.7% | 24,916 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.1% | 23,332 | $978K |
| Raymond James Trust N.A. | 0.02% | No change | 22,036 | $924K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.3% | 21,427 | $898K |
| Karpus Management, Inc. | 0.02% | Add +14.1% | 20,372 | $854K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.3% | 20,073 | $842K |
| City of London Investment Management Co. Ltd. | 0.07% | Add +75.4% | 18,428 | $773K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 13,508 | $566K |
| Summa Corp. | 0.26% | No change | 13,047 | $547K |
| Cetera Investment Advisers | 0.00% | Reduce -6.1% | 12,378 | $519K |
| Diversified, LLC | 0.05% | Add +0.6% | 11,874 | $498K |
| Diversified Enterprises, LLC | 0.05% | — | 11,874 | $498K |
| Millennium Management | 0.00% | Reduce -27.3% | 9,404 | $394K |
| Truist Financial Corp. | 0.00% | Add +71.0% | 8,988 | $377K |
| Corrado Advisors, LLC | 0.23% | No change | 8,840 | $371K |
| Founders Financial Alliance, LLC | 0.10% | Add +0.1% | 8,135 | $341K |
| Logan Stone Capital, LLC | 0.08% | Reduce -48.0% | 7,639 | $320K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.4% | 7,137 | $299K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.1% | 6,999 | $293K |
| Primoris Wealth Advisors, LLC | 0.21% | Reduce -1.4% | 6,864 | $288K |
| L.M. Kohn & Company | 0.07% | Reduce -4.2% | 6,793 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.2% | 6,601 | $277K |
| First Trust Advisors LP | 0.00% | New | 6,463 | $271K |
| Two Sigma Investments, LP | 0.00% | Reduce -64.5% | 6,189 | $260K |
| Stifel Financial Corp. | 0.00% | Reduce -6.7% | 6,137 | $257K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.5% | 5,892 | $247K |
| Owen LaRue, LLC | 0.13% | Reduce -24.4% | 5,875 | $246K |
| Waterfront Wealth Inc. | 0.06% | Reduce -3.5% | 5,575 | $228K |
| Calamos Advisors LLC | 0.00% | Reduce -34.2% | 5,188 | $218K |
| Obsidian Cio, LLC | 0.04% | New | 4,863 | $204K |
| Comerica Bank | 0.00% | No change | 3,937 | $165K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,240 | $136K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -15.8% | 2,569 | $108K |
| Mb, Levis & Associates, LLC | 0.05% | Reduce -8.0% | 2,300 | $96K |
| Geneos Wealth Management Inc. | 0.00% | Add +66.1% | 1,633 | $68K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 1,138 | $48K |
| Private Trust Co. NA | 0.00% | No change | 1,063 | $45K |
| Nemes Rush Group LLC | 0.01% | No change | 900 | $37K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 590 | $25K |
| International Assets Investment Management, LLC | 0.00% | New | 490 | $21K |
| Cwm, LLC | 0.00% | No change | 400 | $17K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 400 | $17K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 388 | $16K |
| Hoey Investments, Inc. | 0.00% | No change | 231 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -20.3% | 200 | $8K |
| Spire Wealth Management | 0.00% | Add +6.1% | 175 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 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 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 77 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -24.2% | 25 | $1K |
"% of holder's portfolio" is XBMEX's weight in each manager's 13F, not the share of BlackRock Health Sciences the manager owns.