BlackRock Health SciencesXBMEX

13F holders, Q4 2025 (December 31)
77holders +1
10new positions
10sold out
1famous investor
$41.02avg. 13F price*

At the end of Q4 2025, 77 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings, up 1 from Q3 2025. 10 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($14.2M), Bank of America Corp. ($11.9M) and Nova R Wealth, Inc. ($9.5M). 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$1.3M
Exits10$5.4M

All 13F filers, Q3 2025 → Q4 2025: 335,051 shares bought and 415,436 shares sold, net −80,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Add +5.1% 345,789 $14.2M
Bank of America Corp. 0.00% Add +33.7% 289,421 $11.9M
Nova R Wealth, Inc. 3.46% Reduce -9.1% 230,686 $9.5M
1607 Capital Partners, LLC 0.64% Add +49.5% 229,260 $9.4M
Invesco Ltd. 0.00% Reduce -11.7% 191,858 $7.9M
Royal Bank of Canada 0.00% Add +13.0% 160,464 $6.6M
Wells Fargo & Company 0.00% Reduce -54.5% 154,743 $6.4M
Karpus Management, Inc. 0.18% Add +107.3% 141,658 $5.8M
Raymond James Financial Inc. 0.00% Add +1.4% 105,667 $4.3M
UBS Group AG 0.00% Reduce -1.3% 104,286 $4.3M
Ameriprise Financial Inc. 0.00% Add +0.8% 69,572 $2.9M
Cornerstone Advisory, LLC 0.23% Reduce -3.8% 58,910 $2.4M
LPL Financial LLC 0.00% Reduce -0.9% 56,770 $2.3M
Two Sigma Investments, LP 0.00% No change 46,481 $1.9M
Wealthspire Retirement, LLC 0.12% Add +4.7% 46,252 $1.9M
Summit Financial, LLC 0.03% Add +26.5% 43,630 $1.8M
Cypress Capital Management LLC (WY) 1.51% No change 37,860 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -15.9% 32,655 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +24.6% 32,397 $1.3M
Kestra Advisory Services, LLC 0.00% Reduce -2.4% 27,918 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -28.8% 26,695 $1.1M
Calamos Advisors LLC 0.01% Add +63.8% 26,020 $1.1M
First Trust Advisors LP 0.00% Add +24.5% 22,762 $936K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.8% 20,000 $823K
HighTower Advisors, LLC 0.00% Reduce -13.5% 18,559 $763K
Founders Financial Alliance, LLC 0.13% Reduce -10.3% 17,282 $711K
Rockefeller Capital Management L.P. 0.00% Reduce -1.2% 15,871 $653K
Hara Capital LLC 0.35% No change 15,353 $631K
NewEdge Advisors, LLC 0.00% Reduce -0.4% 13,537 $557K
HBK Sorce Advisory LLC 0.01% Add +3.8% 13,160 $554K
Cetera Investment Advisers 0.00% Add +12.6% 13,218 $544K
Smith Asset Management Co., LLC 0.44% Add +21.7% 12,885 $530K
Lanark Financial, Inc. 0.04% Reduce -0.7% 11,827 $486K
Diversified Enterprises, LLC 0.03% Add +0.8% 10,930 $450K
Millennium Management 0.00% New 10,443 $430K
Stifel Financial Corp. 0.00% Reduce -9.7% 9,574 $394K
National Bank of Canada 0.00% New 7,275 $299K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.7% 7,239 $298K
Envestnet Asset Management Inc. 0.00% Add +27.5% 7,168 $295K
Alessandra Capital Management, LLC 0.26% — 7,085 $291K
HUB Investment Partners, LLC 0.01% New 7,000 $288K
Jane Street Group, LLC 0.00% Add +1.9% 6,833 $281K
Truist Financial Corp. 0.00% Add +23.7% 6,811 $280K
Oppenheimer & Co. Inc. 0.00% Add +1.1% 6,788 $279K
PNC Financial Services Group, Inc. 0.00% Add +108.3% 6,450 $265K
PMG Family Office LLC 0.31% Reduce -26.0% 6,442 $265K
Waterfront Wealth Inc. 0.04% Reduce -5.4% 5,275 $223K
Sage Investment Counsel LLC 0.24% No change 5,400 $222K
LaSalle St. Investment Advisors, LLC 0.03% New 5,087 $209K
Geneos Wealth Management Inc. 0.00% No change 4,899 $201K
Comerica Bank 0.00% Reduce -2.6% 4,682 $193K
AlphaStar Capital Management, LLC 0.01% Add +2.2% 12,099 $182K
SOA Wealth Advisors, LLC. 0.02% Reduce -14.4% 2,380 $98K
Farther Finance Advisors, LLC 0.00% No change 2,050 $84K
SageView Advisory Group, LLC 0.00% New 1,010 $42K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -30.6% 983 $40K
Keating Financial Advisory Services, Inc. 0.00% — 794 $33K
Brown Brothers Harriman & Co. 0.00% No change 590 $24K
Root Financial Partners, LLC 0.00% No change 580 $24K
Trust Co. of Vermont 0.00% New 500 $21K
CoreCap Advisors, LLC 0.00% New 500 $21K
Arax Advisory Partners 0.00% No change 479 $20K
MAI Capital Management 0.00% Add +1.6% 438 $18K
N.E.W. Advisory Services LLC 0.00% No change 420 $17K
North Star Investment Management Corp. 0.00% No change 300 $12K
Dunhill Financial, LLC 0.00% New 250 $10K
Spire Wealth Management 0.00% Add +24.5% 234 $10K
Physician Wealth Advisors, Inc. 0.00% No change 232 $10K
Blue Bell Private Wealth Management, LLC 0.00% No change 200 $8K
Atlantic Union Bankshares Corp 0.00% Reduce -50.0% 200 $8K
Investors Research Corp 0.00% No change 150 $6K
Jones Financial Companies LLLP 0.00% New 60 $2K
Blue Trust, Inc. 0.00% No change 27 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 25 $1K
Motiv8 Investments LLC 0.00% New 22 $1K
Bogart Wealth, LLC 0.00% No change 14 $576
Allworth Financial LP 0.00% No change 5 $197

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