BlackRock Health SciencesXBMEX
13F holders, Q1 2025 (March 31)67holders −6
8new positions
12sold out
$38.44avg. 13F price*
At the end of Q1 2025, 67 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings, down 6 from Q4 2024. 8 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($14.3M), Wells Fargo & Company ($13.2M) and Nova R Wealth, Inc. ($12.1M).
- Company
- BlackRock Health Sciences
- CUSIP
- 09250W107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $825K |
| Exits | 12 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 79,640 shares bought and 395,303 shares sold, net −315,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.00% | Reduce -4.4% | 368,931 | $14.3M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 342,507 | $13.2M |
| Nova R Wealth, Inc. | 6.01% | Reduce -2.0% | 313,846 | $12.1M |
| Invesco Ltd. | 0.00% | Reduce -10.1% | 200,741 | $7.8M |
| Bank of America Corp. | 0.00% | Add +17.0% | 173,117 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 143,546 | $5.5M |
| Cornerstone Advisory, LLC | 0.64% | Reduce -1.2% | 150,539 | $5.5M |
| 1607 Capital Partners, LLC | 0.44% | Reduce -19.8% | 141,109 | $5.5M |
| UBS Group AG | 0.00% | Reduce -3.4% | 134,916 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 89,112 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -60.9% | 67,610 | $2.6M |
| Wolverine Asset Management LLC | 0.17% | Reduce -48.0% | 57,515 | $2.2M |
| Wealthspire Retirement, LLC | 0.17% | Add +3.9% | 56,719 | $2.2M |
| LPL Financial LLC | 0.00% | Add +4.0% | 54,624 | $2.1M |
| Karpus Management, Inc. | 0.06% | Reduce -21.6% | 51,715 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.1% | 50,654 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +28.4% | 40,192 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.0% | 35,074 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.4% | 30,557 | $1.2M |
| Consolidated Portfolio Review Corp | 0.18% | Reduce -11.0% | 28,867 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 25,985 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.8% | 24,750 | $956K |
| City of London Investment Management Co. Ltd. | 0.07% | Reduce -43.8% | 17,459 | $675K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.7% | 17,457 | $675K |
| Hara Capital LLC | 0.45% | Reduce -21.6% | 17,213 | $665K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.1% | 13,074 | $505K |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 12,414 | $480K |
| Diversified Enterprises, LLC | 0.04% | Reduce -0.6% | 11,878 | $459K |
| Lanark Financial, Inc. | 0.04% | — | 11,661 | $450K |
| Summa Corp. | 0.21% | Reduce -27.9% | 9,404 | $363K |
| HBK Sorce Advisory LLC | 0.01% | Add +11.4% | 9,126 | $353K |
| First Trust Advisors LP | 0.00% | Add +4.7% | 7,176 | $277K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.9% | 7,037 | $272K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -66.3% | 6,775 | $262K |
| L.M. Kohn & Company | 0.07% | Add +0.0% | 6,652 | $257K |
| Stifel Financial Corp. | 0.00% | Add +6.5% | 6,571 | $254K |
| Smith Asset Management Co., LLC | 0.24% | New | 6,530 | $252K |
| Calamos Advisors LLC | 0.00% | New | 6,490 | $251K |
| Oppenheimer & Co. Inc. | 0.00% | Add +8.4% | 6,295 | $243K |
| Primoris Wealth Advisors, LLC | 0.17% | Reduce -3.4% | 5,742 | $222K |
| Waterfront Wealth Inc. | 0.05% | No change | 5,575 | $215K |
| Obsidian Cio, LLC | 0.03% | New | 5,285 | $204K |
| Comerica Bank | 0.00% | Add +7.9% | 4,807 | $186K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -53.8% | 10,702 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 3,256 | $126K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,311 | $89K |
| Elequin Capital, LP | 0.02% | New | 2,262 | $87K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,633 | $63K |
| Mb, Levis & Associates, LLC | 0.03% | Reduce -34.8% | 1,500 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.0% | 1,151 | $44K |
| Ameriflex Group, Inc. | 0.02% | No change | 1,000 | $39K |
| Nemes Rush Group LLC | 0.00% | Add +1.9% | 939 | $36K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 590 | $23K |
| US Bancorp \de | 0.00% | No change | 529 | $20K |
| Principal Securities, Inc. | 0.00% | No change | 447 | $17K |
| N.E.W. Advisory Services LLC | 0.00% | New | 420 | $16K |
| MAI Capital Management | 0.00% | Add +2.0% | 413 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 400 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 232 | $9K |
| Bogart Wealth, LLC | 0.00% | Add +1021.0% | 213 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 191 | $7K |
| Spire Wealth Management | 0.00% | Add +7.4% | 188 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 140 | $5K |
| PSI Advisors, 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% | No change | 38 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 25 | $966 |
"% of holder's portfolio" is XBMEX's weight in each manager's 13F, not the share of BlackRock Health Sciences the manager owns.