BlackRock Debt StrategiesDSU

13F holders, Q3 2024 (September 30)
85holders +10
12new positions
3sold out
$11.03avg. 13F price*

At the end of Q3 2024, 85 institutions reported holding BlackRock Debt Strategies (DSU) in their 13F filings, up 10 from Q2 2024. 12 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($41.1M), Guggenheim Capital LLC ($8.1M) and Advisors Asset Management, Inc. ($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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions12$6.0M
Exits3$310K

All 13F filers, Q2 2024 → Q3 2024: 804,989 shares bought and 261,630 shares sold, net +543,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Morgan Stanley 0.00% Add +0.2% 3,722,884 $41.1M
Guggenheim Capital LLC 0.06% Reduce -0.8% 733,830 $8.1M
Advisors Asset Management, Inc. 0.15% Reduce -12.6% 724,097 $8.0M
Oak Hill Advisors LP 1.15% No change 597,004 $6.6M
Invesco Ltd. 0.00% Add +1.8% 554,271 $6.1M
LPL Financial LLC 0.00% Reduce -0.6% 486,419 $5.4M
Penserra Capital Management LLC 0.11% New 460,656 $5.1M
Elevated Capital Advisors, LLC 1.29% Reduce -0.7% 440,588 $4.9M
Bank of America Corp. 0.00% Reduce -0.5% 317,107 $3.5M
Wells Fargo & Company 0.00% Add +51.0% 256,625 $2.8M
GraniteShares Advisors LLC 1.59% Add +19.4% 212,494 $2.3M
Ameriprise Financial Inc. 0.00% Add +8.2% 211,175 $2.3M
Strategic Wealth Partners, Ltd. 0.17% Add +4.7% 159,611 $1.8M
Raymond James Financial Services Advisors, Inc. 0.00% Add +3.3% 153,968 $1.7M
UBS Group AG 0.00% Reduce -0.9% 122,351 $1.3M
Royal Bank of Canada 0.00% Reduce -34.0% 109,675 $1.2M
Matrix Private Capital Group LLC 0.62% Reduce -11.4% 96,876 $1.1M
Moloney Securities Asset Management, LLC 0.13% Add +8.9% 86,930 $959K
Commonwealth Equity Services, LLC 0.00% Reduce -6.2% 78,516 $866K
NewEdge Advisors, LLC 0.01% Add +35.8% 76,868 $848K
Truist Financial Corp. 0.00% Add +3.4% 68,895 $760K
Modern Wealth Management, LLC 0.04% Add +0.5% 62,486 $689K
Virtus Advisers, LLC 0.31% Reduce -14.2% 59,672 $658K
Capital Investment Advisors, LLC 0.01% Reduce -0.7% 58,290 $643K
Creative Planning 0.00% No change 54,353 $600K
Cetera Investment Advisers 0.00% Add +24.2% 52,142 $575K
Janney Montgomery Scott LLC 0.00% Add +8.8% 50,452 $556K
Melfa Wealth Management, Inc. 0.36% Add +0.1% 49,527 $546K
Envestnet Asset Management Inc. 0.00% Add +6.9% 43,510 $480K
Sowell Financial Services LLC 0.02% No change 40,911 $451K
Osaic Holdings, Inc. 0.00% Add +1.3% 39,959 $441K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.2% 39,895 $440K
Raymond James & Associates 0.00% Add +87.0% 38,793 $428K
Compound Planning, Inc. 0.03% Add +13.5% 38,036 $420K
Everstar Asset Management, LLC 0.28% — 37,000 $408K
Avantax Advisory Services, Inc. 0.00% Add +4.2% 32,495 $358K
Kestra Advisory Services, LLC 0.00% Reduce -0.1% 28,328 $312K
Register Financial Advisors LLC 0.14% Add +302.8% 25,427 $280K
Stifel Financial Corp. 0.00% Reduce -19.0% 25,044 $276K
Wedbush Securities Inc. 0.01% No change 24,432 $269K
KFA Private Wealth Group, LLC 0.12% Add +1.6% 22,903 $253K
Trek Financial, LLC 0.02% No change 20,754 $229K
PNC Financial Services Group, Inc. 0.00% No change 20,625 $227K
Advisory Services Network, LLC 0.00% No change 20,500 $222K
Thrivent Financial for Lutherans 0.00% No change 19,933 $220K
Citigroup Inc. 0.00% Add +5.8% 18,122 $200K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.2% 16,623 $183K
Stratos Wealth Partners, LTD. 0.00% Add +10.0% 15,848 $175K
Jane Street Group, LLC 0.00% New 15,401 $170K
Jackson Hole Capital Partners, LLC 0.03% Add +9.0% 14,580 $161K
Comerica Bank 0.00% No change 14,500 $160K
Worth Asset Management, LLC 0.08% New 13,690 $151K
Raymond James Trust N.A. 0.00% No change 12,683 $140K
Focused Wealth Management, Inc 0.02% Add +1.9% 12,377 $137K
Allworth Financial LP 0.00% No change 11,820 $130K
SeaCrest Wealth Management, LLC 0.01% Add +15.8% 11,800 $130K
HRT Financial LP 0.00% New 11,031 $121K
Focus Partners Wealth 0.00% New 10,879 $120K
Cohen & Steers, Inc. 0.00% Reduce -65.2% 10,664 $118K
CIBC Private Wealth Group LLC 0.00% No change 10,358 $114K
Private Advisor Group, LLC 0.00% New 10,037 $111K
Darwin Wealth Management, LLC 0.03% New 9,342 $103K
CKW Financial Group 0.01% No change 7,658 $84K
GPS Wealth Strategies Group, LLC 0.01% Add +20.0% 7,116 $78K
Cape Investment Advisory, Inc. 0.02% New 5,300 $58K
Steward Partners Investment Advisory, LLC 0.00% Add +1.0% 4,807 $53K
Oliver Lagore Vanvalin Investment Group 0.01% No change 4,000 $44K
CoreCap Advisors, LLC 0.00% Reduce -50.5% 2,900 $32K
Spire Wealth Management 0.00% New 1,758 $19K
Uncommon Cents Investing LLC 0.01% New 1,740 $19K
Cwm, LLC 0.00% Reduce -30.7% 1,462 $16K
Harbour Investments, Inc. 0.00% No change 965 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 955 $11K
EverSource Wealth Advisors, LLC 0.00% No change 786 $9K
FinTrust Capital Advisors, LLC 0.00% No change 745 $8K
Tower Research Capital LLC (TRC) 0.00% New 583 $6K
AdvisorNet Financial, Inc 0.00% No change 556 $6K
Washington Trust Advisors, Inc. 0.00% No change 500 $6K
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
Larson Financial Group LLC 0.00% Add +4.3% 49 $538
Creekmur Asset Management LLC 0.00% Reduce -14.3% 12 $137
Moisand Fitzgerald Tamayo, LLC 0.00% New 2 $23

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