BlackRock Health SciencesXBMEX
13F holders, Q2 2025 (June 30)72holders +5
13new positions
11sold out
$34.74avg. 13F price*
At the end of Q2 2025, 72 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings, up 5 from Q1 2025. 13 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($13.1M), Wells Fargo & Company ($12.8M) and Nova R Wealth, Inc. ($10.3M).
- Company
- BlackRock Health Sciences
- CUSIP
- 09250W107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.3M |
| Exits | 11 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 445,570 shares bought and 181,663 shares sold, net +263,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Morgan Stanley | 0.00% | Reduce -2.5% | 359,820 | $13.1M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 352,171 | $12.8M |
| Nova R Wealth, Inc. | 4.77% | Reduce -10.3% | 281,349 | $10.3M |
| Invesco Ltd. | 0.00% | Add +0.5% | 201,788 | $7.4M |
| Bank of America Corp. | 0.00% | Add +5.2% | 182,186 | $6.6M |
| 1607 Capital Partners, LLC | 0.45% | Add +8.8% | 153,502 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 141,204 | $5.1M |
| Cornerstone Advisory, LLC | 0.55% | Reduce -7.4% | 139,395 | $5.1M |
| UBS Group AG | 0.00% | Reduce -13.9% | 116,223 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +9.0% | 97,135 | $3.5M |
| Shaker Financial Services, LLC | 1.17% | New | 224,516 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Add +4.9% | 70,952 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 54,354 | $2.0M |
| Karpus Management, Inc. | 0.06% | Add +1.9% | 52,672 | $1.9M |
| Wolverine Asset Management LLC | 0.12% | Reduce -18.4% | 46,935 | $1.7M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -21.5% | 44,510 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 39,633 | $1.4M |
| Consolidated Portfolio Review Corp | 0.20% | Add +34.7% | 38,879 | $1.4M |
| Cypress Capital Management LLC (WY) | 1.53% | New | 38,545 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +9.7% | 38,475 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 35,110 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.3% | 29,522 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.5% | 27,660 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -47.2% | 26,739 | $975K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.5% | 22,477 | $820K |
| Founders Financial Alliance, LLC | 0.14% | New | 17,051 | $622K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.4% | 15,987 | $583K |
| Hara Capital LLC | 0.36% | Reduce -8.7% | 15,713 | $573K |
| First Trust Advisors LP | 0.00% | Add +108.0% | 14,930 | $544K |
| NewEdge Advisors, LLC | 0.00% | Add +8.5% | 14,185 | $517K |
| Cetera Investment Advisers | 0.00% | Reduce -1.7% | 12,206 | $445K |
| Diversified Enterprises, LLC | 0.03% | Add +0.9% | 11,981 | $437K |
| Lanark Financial, Inc. | 0.04% | Add +0.2% | 11,686 | $426K |
| HBK Sorce Advisory LLC | 0.01% | Add +27.1% | 11,602 | $423K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,594 | $386K |
| Smith Asset Management Co., LLC | 0.30% | Add +48.0% | 9,666 | $352K |
| Advisory Services Network, LLC | 0.01% | New | 9,412 | $334K |
| Readystate Asset Management LP | 0.02% | New | 6,934 | $253K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.2% | 6,883 | $251K |
| Owen LaRue, LLC | 0.11% | New | 6,798 | $248K |
| Two Sigma Securities, LLC | 0.03% | New | 6,524 | $238K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.8% | 6,342 | $231K |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 6,227 | $227K |
| L.M. Kohn & Company | 0.06% | Reduce -10.6% | 5,948 | $217K |
| Calamos Advisors LLC | 0.00% | Reduce -11.2% | 5,764 | $210K |
| Waterfront Wealth Inc. | 0.05% | No change | 5,575 | $203K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 5,000 | $182K |
| Geneos Wealth Management Inc. | 0.00% | Add +200.0% | 4,899 | $179K |
| Comerica Bank | 0.00% | No change | 4,807 | $175K |
| AlphaStar Capital Management, LLC | 0.01% | Add +6.9% | 11,441 | $163K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 3,240 | $118K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,311 | $84K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,050 | $75K |
| Elequin Capital, LP | 0.02% | Reduce -29.5% | 1,595 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 1,160 | $42K |
| Ameriflex Group, Inc. | 0.02% | No change | 1,000 | $36K |
| Legacy Investment Solutions, LLC | 0.01% | — | 1,522 | $22K |
| Legacy Wealth Managment, LLC | 0.01% | New | 1,522 | $22K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 590 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 447 | $16K |
| MAI Capital Management | 0.00% | Add +2.2% | 422 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 420 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 400 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 232 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.1% | 195 | $7K |
| Spire Wealth Management | 0.00% | No change | 188 | $7K |
| Investors Research Corp | 0.00% | New | 150 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 100 | $4K |
| Park Square Financial Group, LLC | 0.00% | No change | 38 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 25 | $911 |
| Bogart Wealth, LLC | 0.00% | Reduce -93.4% | 14 | $510 |
| Allworth Financial LP | 0.00% | Add +0.0% | 5 | $168 |
"% of holder's portfolio" is XBMEX's weight in each manager's 13F, not the share of BlackRock Health Sciences the manager owns.