BlackRock Health SciencesXBMEX

13F holders, Q1 2026 (March 31)
76holders −1
12new positions
10sold out
$38.52avg. 13F price*

At the end of Q1 2026, 76 institutions reported holding BlackRock Health Sciences (XBMEX) in their 13F filings, down 1 from Q4 2025. 12 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($13.8M), Bank of America Corp. ($10.3M) and 1607 Capital Partners, LLC ($9.0M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$1.4M
Exits10$3.1M

All 13F filers, Q4 2025 → Q1 2026: 145,838 shares bought and 282,151 shares sold, net −136,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Morgan Stanley 0.00% Add +3.5% 357,918 $13.8M
Bank of America Corp. 0.00% Reduce -7.9% 266,499 $10.3M
1607 Capital Partners, LLC 0.65% Add +1.7% 233,260 $9.0M
Royal Bank of Canada 0.00% Add +0.1% 160,682 $6.2M
Nova R Wealth, Inc. 1.90% Reduce -33.0% 154,617 $6.0M
Wells Fargo & Company 0.00% Reduce -1.2% 152,927 $5.9M
Karpus Management, Inc. 0.17% Reduce -0.1% 141,442 $5.4M
Invesco Ltd. 0.00% Reduce -29.8% 134,652 $5.2M
UBS Group AG 0.00% Add +4.5% 109,021 $4.2M
LPL Financial LLC 0.00% Add +89.8% 107,761 $4.1M
Raymond James Financial Inc. 0.00% Add +1.7% 107,436 $4.1M
Ameriprise Financial Inc. 0.00% Reduce -0.8% 68,984 $2.7M
Cornerstone Advisory, LLC 0.20% Reduce -8.6% 53,874 $2.1M
Wealthspire Retirement, LLC 0.12% Add +12.2% 51,887 $2.0M
Summit Financial, LLC 0.02% Add +10.1% 48,042 $1.9M
Cypress Capital Management LLC (WY) 1.64% Add +18.5% 44,860 $1.7M
Janney Montgomery Scott LLC 0.00% Reduce -3.9% 31,374 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -4.3% 30,994 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -0.8% 27,681 $1.1M
First Trust Advisors LP 0.00% Add +16.4% 26,507 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -9.3% 24,227 $933K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.1% 19,769 $761K
Founders Financial Alliance, LLC 0.13% Add +11.8% 19,329 $744K
HighTower Advisors, LLC 0.00% Reduce -2.6% 18,083 $696K
Smith Asset Management Co., LLC 0.55% Add +28.3% 16,529 $637K
Rockefeller Capital Management L.P. 0.00% Reduce -4.1% 15,215 $586K
Calamos Advisors LLC 0.00% Reduce -43.8% 14,619 $563K
Lanark Financial, Inc. 0.04% Add +22.1% 14,447 $556K
HBK Sorce Advisory LLC 0.01% Add +6.1% 13,961 $544K
Cetera Investment Advisers 0.00% Reduce -0.1% 13,206 $509K
NewEdge Advisors, LLC 0.00% Reduce -8.9% 12,326 $475K
Diversified Enterprises, LLC 0.02% Add +0.8% 11,018 $424K
Stifel Financial Corp. 0.00% Add +1.3% 9,695 $373K
Jane Street Group, LLC 0.00% Add +39.3% 9,516 $366K
Susquehanna International Group, LLP 0.00% New 8,192 $315K
XTX Topco Ltd 0.01% New 8,108 $312K
Alessandra Capital Management, LLC 0.26% Add +11.3% 7,885 $304K
Stratos Wealth Partners, LTD. 0.00% Add +7.8% 7,805 $301K
Truist Financial Corp. 0.00% Add +13.6% 7,738 $298K
HUB Investment Partners, LLC 0.01% No change 7,000 $270K
Oppenheimer & Co. Inc. 0.00% Reduce -0.2% 6,774 $261K
PMG Family Office LLC 0.29% Add +4.1% 6,705 $258K
PVG Asset Management Corp. 0.15% New 6,207 $251K
PNC Financial Services Group, Inc. 0.00% Reduce -3.1% 6,250 $241K
Money Concepts Capital Corp. 0.01% New 5,415 $209K
Sage Investment Counsel LLC 0.23% No change 5,400 $208K
Waterfront Wealth Inc. 0.04% No change 5,275 $203K
Geneos Wealth Management Inc. 0.00% No change 4,899 $189K
Fifth Third Bancorp 0.00% New 4,682 $180K
Hara Capital LLC 0.08% Reduce -73.6% 4,056 $156K
National Bank of Canada 0.00% Reduce -44.7% 4,025 $155K
Farther Finance Advisors, LLC 0.00% Add +6.7% 2,187 $84K
SOA Wealth Advisors, LLC. 0.01% Reduce -21.0% 1,880 $72K
Northwestern Mutual Wealth Management Co. 0.00% Add +61.8% 1,590 $61K
Sound Income Strategies, LLC 0.00% New 933 $36K
Keating Financial Advisory Services, Inc. 0.00% Reduce -14.5% 679 $26K
Colonial Trust Co / SC 0.00% New 687 $26K
Brown Brothers Harriman & Co. 0.00% No change 590 $23K
Root Financial Partners, LLC 0.00% No change 580 $22K
North Star Investment Management Corp. 0.00% Add +66.7% 500 $19K
CoreCap Advisors, LLC 0.00% No change 500 $19K
MassMutual Private Wealth & Trust, FSB 0.00% New 500 $19K
Arax Advisory Partners 0.00% No change 479 $18K
Community Financial Services Group, LLC 0.00% New 400 $15K
Jones Financial Companies LLLP 0.00% Add +566.7% 400 $15K
Spire Wealth Management 0.00% No change 234 $9K
Physician Wealth Advisors, Inc. 0.00% No change 232 $9K
Atlantic Union Bankshares Corp 0.00% No change 200 $8K
Investors Research Corp 0.00% No change 150 $6K
Advisory Services Network, LLC 0.00% New 107 $4K
MAI Capital Management 0.00% Reduce -82.4% 77 $3K
Highline Wealth Partners LLC 0.00% New 75 $3K
Motco 0.00% New 54 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 25 $962
Bogart Wealth, LLC 0.00% No change 14 $539
Allworth Financial LP 0.00% No change 5 $188

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