BlackRock Debt StrategiesDSU

13F holders, Q2 2024 (June 30)
75holders −7
6new positions
12sold out
$10.84avg. 13F price*

At the end of Q2 2024, 75 institutions reported holding BlackRock Debt Strategies (DSU) in their 13F filings, down 7 from Q1 2024. 6 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($40.3M), Advisors Asset Management, Inc. ($9.0M) and Guggenheim Capital LLC ($8.0M).

Company
BlackRock Debt Strategies
CUSIP
09255R202
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 82Q1 2024Q2 2024: 75Q2 2024Q3 2024: 85Q3 2024Q4 2024: 90Q4 2024Q1 2025: 86Q1 2025Q2 2025: 90Q2 2025Q3 2025: 92Q3 2025Q4 2025: 101Q4 2025Q1 2026: 90Q1 2026Q2 2026: 101Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions6$1.6M
Exits12$1.3M

All 13F filers, Q1 2024 → Q2 2024: 379,250 shares bought and 785,603 shares sold, net −406,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

Morgan Stanley 0.00% Reduce -6.4% 3,716,173 $40.3M
Advisors Asset Management, Inc. 0.18% Reduce -8.1% 828,507 $9.0M
Guggenheim Capital LLC 0.06% Reduce -18.0% 739,788 $8.0M
Oak Hill Advisors LP 0.91% Reduce -2.7% 597,004 $6.5M
Invesco Ltd. 0.00% Add +4.8% 544,253 $5.9M
LPL Financial LLC 0.00% Add +1.8% 489,375 $5.3M
Elevated Capital Advisors, LLC 1.35% Add +0.4% 443,818 $4.8M
Bank of America Corp. 0.00% Add +0.1% 318,624 $3.5M
Ameriprise Financial Inc. 0.00% Add +38.0% 195,266 $2.1M
GraniteShares Advisors LLC 0.64% Add +14.3% 177,976 $1.9M
Wells Fargo & Company 0.00% Reduce -13.2% 170,004 $1.8M
Royal Bank of Canada 0.00% Reduce -26.4% 166,125 $1.8M
Strategic Wealth Partners, Ltd. 0.17% No change 152,411 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Add +2.5% 148,995 $1.6M
UBS Group AG 0.00% Reduce -9.2% 123,413 $1.3M
Matrix Private Capital Group LLC 0.74% Add +8.2% 109,322 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -1.4% 83,735 $908K
Moloney Securities Asset Management, LLC 0.13% Add +37.1% 79,858 $866K
Virtus Advisers, LLC 0.37% Add +45.9% 69,539 $754K
Truist Financial Corp. 0.00% Reduce -1.4% 66,633 $722K
Modern Wealth Management, LLC 0.05% New 62,195 $674K
Capital Investment Advisors, LLC 0.01% Reduce -2.1% 58,702 $636K
NewEdge Advisors, LLC 0.00% Add +18.5% 56,617 $614K
Creative Planning 0.00% New 54,353 $589K
Melfa Wealth Management, Inc. 0.37% Reduce -6.4% 49,459 $536K
Janney Montgomery Scott LLC 0.00% Reduce -1.8% 46,355 $502K
Cetera Investment Advisers 0.00% Add +176.6% 41,993 $455K
Sowell Financial Services LLC 0.02% No change 40,911 $443K
Envestnet Asset Management Inc. 0.00% Reduce -4.9% 40,707 $441K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.3% 39,820 $432K
Osaic Holdings, Inc. 0.00% Reduce -11.5% 39,436 $427K
Compound Planning, Inc. 0.03% Add +20.6% 33,515 $363K
Avantax Advisory Services, Inc. 0.00% Add +4.5% 31,196 $338K
Stifel Financial Corp. 0.00% Reduce -3.3% 30,906 $335K
Cohen & Steers, Inc. 0.00% Reduce -49.5% 30,664 $332K
Kestra Advisory Services, LLC 0.00% Add +6.8% 28,341 $307K
Shaker Financial Services, LLC 0.12% New 27,654 $300K
Wedbush Securities Inc. 0.01% No change 24,432 $265K
KFA Private Wealth Group, LLC 0.13% Reduce -26.5% 22,533 $244K
Trek Financial, LLC 0.02% No change 20,754 $225K
Raymond James & Associates 0.00% Add +0.7% 20,749 $225K
PNC Financial Services Group, Inc. 0.00% No change 20,625 $224K
Advisory Services Network, LLC 0.00% Add +13.9% 20,500 $222K
Thrivent Financial for Lutherans 0.00% Reduce -18.9% 19,933 $216K
Citigroup Inc. 0.00% No change 17,122 $186K
Cambridge Investment Research Advisors, Inc. 0.00% Add +34.6% 15,659 $170K
Comerica Bank 0.00% No change 14,500 $157K
Stratos Wealth Partners, LTD. 0.00% Add +23.2% 14,403 $156K
Jackson Hole Capital Partners, LLC 0.03% Add +32.5% 13,380 $145K
Raymond James Trust N.A. 0.00% No change 12,683 $137K
Focused Wealth Management, Inc 0.02% Reduce -8.5% 12,148 $132K
Allworth Financial LP 0.00% No change 11,820 $129K
CIBC Private Wealth Group LLC 0.00% Add +43.0% 10,358 $113K
SeaCrest Wealth Management, LLC 0.01% Reduce -13.8% 10,192 $110K
CKW Financial Group 0.01% Reduce -19.5% 7,658 $83K
Register Financial Advisors LLC 0.03% New 6,312 $68K
GPS Wealth Strategies Group, LLC 0.01% Reduce -7.4% 5,932 $64K
CoreCap Advisors, LLC 0.01% Reduce -23.0% 5,860 $64K
Steward Partners Investment Advisory, LLC 0.00% Add +1.0% 4,759 $52K
Oliver Lagore Vanvalin Investment Group 0.01% No change 4,000 $43K
Cwm, LLC 0.00% Add +4.5% 2,109 $23K
Harbour Investments, Inc. 0.00% Reduce -5.4% 965 $10K
Sugarloaf Wealth Management, LLC 0.00% No change 955 $10K
Laurel Wealth Advisors LLC 0.00% New 895 $10K
EverSource Wealth Advisors, LLC 0.00% No change 786 $9K
FinTrust Capital Advisors, LLC 0.00% No change 745 $8K
AdvisorNet Financial, Inc 0.00% No change 556 $6K
Washington Trust Advisors, Inc. 0.00% No change 500 $5K
IFP Advisors, Inc 0.00% No change 469 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 333 $4K
Caldwell Trust Co 0.00% No change 275 $3K
Global Retirement Partners, LLC 0.00% No change 160 $2K
Triad Wealth Partners, LLC 0.00% New 70 $759
Larson Financial Group LLC 0.00% Add +2.2% 47 $515
Creekmur Asset Management LLC 0.00% Reduce -99.4% 14 $152

"% of holder's portfolio" is DSU's weight in each manager's 13F, not the share of BlackRock Debt Strategies the manager owns.