BlackRock Health SciencesXBMEX

13F holders, Q4 2024 (December 31)
73holders
12new positions
12sold out
1famous investor
$37.87avg. 13F price*

At the end of Q4 2024, 73 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings, unchanged from Q3 2024. 12 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($14.6M), Wells Fargo & Company ($12.9M) and Nova R Wealth, Inc. ($12.1M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$3.2M
Exits12$2.4M

All 13F filers, Q3 2024 → Q4 2024: 246,917 shares bought and 362,242 shares sold, net −115,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

Morgan Stanley 0.00% Reduce -2.5% 385,770 $14.6M
Wells Fargo & Company 0.00% Reduce -20.8% 338,971 $12.9M
Nova R Wealth, Inc. 6.12% Reduce -3.8% 320,242 $12.1M
Invesco Ltd. 0.00% Add +8.9% 223,316 $8.5M
1607 Capital Partners, LLC 0.54% Reduce -33.7% 176,012 $6.7M
Ameriprise Financial Inc. 0.00% Add +5.3% 172,829 $6.6M
Cornerstone Advisory, LLC 0.70% Add +13.3% 152,301 $6.1M
Bank of America Corp. 0.00% Reduce -16.4% 147,953 $5.6M
Royal Bank of Canada 0.00% Reduce -4.3% 142,862 $5.4M
UBS Group AG 0.00% Reduce -0.6% 139,590 $5.3M
Wolverine Asset Management LLC 0.32% Add +29.1% 110,493 $4.2M
Raymond James Financial Inc. 0.00% — 85,684 $3.3M
Karpus Management, Inc. 0.07% Add +223.8% 65,958 $2.5M
Wealthspire Retirement, LLC 0.16% Reduce -8.5% 54,588 $2.1M
LPL Financial LLC 0.00% Reduce -8.7% 52,500 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.7% 44,397 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -12.1% 39,893 $1.5M
Janney Montgomery Scott LLC 0.00% Add +40.5% 32,787 $1.2M
Consolidated Portfolio Review Corp 0.19% Reduce -23.8% 32,433 $1.2M
Osaic Holdings, Inc. 0.00% Add +11.7% 31,311 $1.2M
City of London Investment Management Co. Ltd. 0.12% Add +68.6% 31,066 $1.2M
Kestra Advisory Services, LLC 0.01% Add +17.9% 29,376 $1.1M
HighTower Advisors, LLC 0.00% Reduce -12.4% 26,529 $1.0M
Hara Capital LLC 0.53% New 21,943 $832K
Landscape Capital Management, L.L.C. 0.08% Reduce -59.6% 20,111 $763K
Rockefeller Capital Management L.P. 0.00% Reduce -8.8% 18,314 $695K
Rivernorth Capital Management, LLC 0.03% New 18,060 $685K
NewEdge Advisors, LLC 0.00% Add +6.5% 14,388 $546K
Summa Corp. 0.24% No change 13,047 $495K
Diversified Enterprises, LLC 0.04% Add +0.7% 11,954 $453K
Cetera Investment Advisers 0.00% Reduce -4.1% 11,868 $450K
Readystate Asset Management LP 0.03% New 10,532 $399K
AlphaStar Capital Management, LLC 0.03% New 23,139 $333K
Jane Street Group, LLC 0.00% New 8,589 $326K
Yakira Capital Management, Inc. 0.13% New 8,499 $322K
HBK Sorce Advisory LLC 0.01% Add +14.8% 8,194 $311K
Millennium Management 0.00% Reduce -25.0% 7,052 $267K
First Trust Advisors LP 0.00% Add +6.1% 6,856 $260K
L.M. Kohn & Company 0.07% Reduce -2.1% 6,650 $252K
Corrado Advisors, LLC 0.16% Reduce -25.0% 6,630 $251K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.2% 6,520 $247K
Stifel Financial Corp. 0.00% Add +0.6% 6,171 $234K
Primoris Wealth Advisors, LLC 0.17% Reduce -13.4% 5,941 $225K
Oppenheimer & Co. Inc. 0.00% Reduce -1.4% 5,809 $220K
Waterfront Wealth Inc. 0.05% No change 5,575 $211K
HRT Financial LP 0.00% New 5,522 $209K
Comerica Bank 0.00% Add +13.1% 4,454 $169K
PNC Financial Services Group, Inc. 0.00% No change 3,240 $123K
SOA Wealth Advisors, LLC. 0.02% Reduce -10.0% 2,311 $88K
Mb, Levis & Associates, LLC 0.04% No change 2,300 $87K
Northwestern Mutual Wealth Management Co. 0.00% Add +51.0% 1,719 $65K
Geneos Wealth Management Inc. 0.00% No change 1,633 $62K
Ameriflex Group, Inc. 0.02% — 1,000 $41K
Nemes Rush Group LLC 0.00% Add +2.3% 921 $35K
Allworth Financial LP 0.00% New 574 $23K
Brown Brothers Harriman & Co. 0.00% No change 590 $22K
US Bancorp \de 0.00% New 529 $20K
Principal Securities, Inc. 0.00% Add +204.1% 447 $17K
MAI Capital Management 0.00% New 405 $15K
Wilmington Savings Fund Society, FSB 0.00% No change 400 $15K
Physician Wealth Advisors, Inc. 0.00% New 232 $9K
Hoey Investments, Inc. 0.00% No change 231 $9K
IFP Advisors, Inc 0.00% No change 200 $8K
Spire Wealth Management 0.00% No change 175 $7K
Coppell Advisory Solutions LLC 0.00% No change 160 $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% No change 77 $3K
Park Square Financial Group, LLC 0.00% — 38 $1K
Parvin Asset Management, LLC 0.00% — 25 $948
Lanark Financial, Inc. 0.08% — 23 $897
Bogart Wealth, LLC 0.00% Reduce -24.0% 19 $721
FMR LLC 0.00% New 1 $38

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