BlackRock Health SciencesXBMEX
13F holders, Q3 2025 (September 30)76holders +4
13new positions
9sold out
$37.13avg. 13F price*
At the end of Q3 2025, 76 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings, up 4 from Q2 2025. 13 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($12.7M), Morgan Stanley ($12.2M) and Nova R Wealth, Inc. ($9.4M).
- Company
- BlackRock Health Sciences
- CUSIP
- 09250W107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.7M |
| Exits | 9 | $4.1M |
All 13F filers, Q2 2025 → Q3 2025: 214,048 shares bought and 431,204 shares sold, net −217,156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 340,460 | $12.7M |
| Morgan Stanley | 0.00% | Reduce -8.6% | 328,933 | $12.2M |
| Nova R Wealth, Inc. | 4.01% | Reduce -9.8% | 253,725 | $9.4M |
| Invesco Ltd. | 0.00% | Add +7.6% | 217,169 | $8.1M |
| Bank of America Corp. | 0.00% | Add +18.8% | 216,404 | $8.1M |
| 1607 Capital Partners, LLC | 0.43% | Reduce -0.1% | 153,302 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 142,022 | $5.3M |
| UBS Group AG | 0.00% | Reduce -9.1% | 105,621 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +7.3% | 104,204 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 69,008 | $2.6M |
| Karpus Management, Inc. | 0.08% | Add +29.7% | 68,319 | $2.5M |
| Wolverine Asset Management LLC | 0.16% | Add +30.7% | 61,346 | $2.3M |
| Cornerstone Advisory, LLC | 0.22% | Reduce -56.1% | 61,205 | $2.3M |
| LPL Financial LLC | 0.00% | Add +5.4% | 57,304 | $2.1M |
| Consolidated Portfolio Review Corp | 0.26% | Add +40.2% | 54,522 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Add +32.4% | 46,481 | $1.7M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -0.8% | 44,175 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 38,809 | $1.4M |
| Cypress Capital Management LLC (WY) | 1.42% | Reduce -1.8% | 37,860 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.4% | 37,508 | $1.4M |
| Summit Financial, LLC | 0.02% | New | 34,499 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.1% | 28,617 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 26,008 | $968K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.2% | 23,744 | $884K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.6% | 21,446 | $798K |
| Founders Financial Alliance, LLC | 0.14% | Add +13.0% | 19,263 | $717K |
| First Trust Advisors LP | 0.00% | Add +22.5% | 18,288 | $681K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 16,071 | $598K |
| Calamos Advisors LLC | 0.00% | Add +175.6% | 15,885 | $591K |
| Hara Capital LLC | 0.34% | Reduce -2.3% | 15,353 | $572K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.2% | 13,594 | $506K |
| HBK Sorce Advisory LLC | 0.01% | Add +9.3% | 12,684 | $476K |
| Lanark Financial, Inc. | 0.03% | Add +1.9% | 11,909 | $443K |
| Cetera Investment Advisers | 0.00% | Reduce -3.8% | 11,740 | $437K |
| Cornerstone Advisors, LLC | 0.01% | New | 11,429 | $426K |
| Diversified Enterprises, LLC | 0.03% | Reduce -9.5% | 10,843 | $404K |
| Stifel Financial Corp. | 0.00% | Add +70.2% | 10,599 | $395K |
| Smith Asset Management Co., LLC | 0.34% | Add +9.5% | 10,584 | $394K |
| PMG Family Office LLC | 0.36% | — | 8,708 | $324K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +11.5% | 7,673 | $286K |
| Readystate Asset Management LP | 0.03% | Reduce -0.6% | 6,896 | $257K |
| Oppenheimer & Co. Inc. | 0.00% | Add +5.9% | 6,715 | $250K |
| Jane Street Group, LLC | 0.00% | New | 6,705 | $250K |
| Owen LaRue, LLC | 0.09% | Reduce -11.2% | 6,035 | $225K |
| Waterfront Wealth Inc. | 0.04% | No change | 5,575 | $213K |
| L.M. Kohn & Company | 0.25% | Reduce -4.4% | 5,688 | $212K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,623 | $209K |
| Truist Financial Corp. | 0.00% | New | 5,505 | $205K |
| Sage Investment Counsel LLC | 0.22% | New | 5,400 | $201K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,899 | $182K |
| Comerica Bank | 0.00% | No change | 4,807 | $179K |
| AlphaStar Capital Management, LLC | 0.01% | Add +3.5% | 11,841 | $171K |
| Advisory Services Network, LLC | 0.00% | Reduce -56.0% | 4,146 | $154K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.4% | 3,096 | $115K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +20.3% | 2,780 | $103K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,050 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.2% | 1,417 | $53K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 590 | $22K |
| Root Financial Partners, LLC | 0.00% | New | 580 | $22K |
| Arax Advisory Partners | 0.00% | New | 479 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 447 | $17K |
| MAI Capital Management | 0.00% | Add +2.1% | 431 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 420 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | New | 400 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | New | 391 | $15K |
| North Star Investment Management Corp. | 0.00% | New | 300 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 232 | $9K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 200 | $7K |
| Spire Wealth Management | 0.00% | No change | 188 | $7K |
| Investors Research Corp | 0.00% | No change | 150 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -24.6% | 147 | $5K |
| Blue Trust, Inc. | 0.00% | New | 27 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 25 | $930 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -97.0% | 45 | $649 |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $521 |
| Allworth Financial LP | 0.00% | No change | 5 | $175 |
"% of holder's portfolio" is XBMEX's weight in each manager's 13F, not the share of BlackRock Health Sciences the manager owns.