BlackRock Debt StrategiesDSU
13F holders, Q4 2024 (December 31)90holders +5
11new positions
8sold out
$10.76avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding BlackRock Debt Strategies (DSU) in their 13F filings, up 5 from Q3 2024. 11 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($40.3M), Guggenheim Capital LLC ($11.3M) and Advisors Asset Management, Inc. ($6.6M).
- Company
- BlackRock Debt Strategies
- CUSIP
- 09255R202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.6M |
| Exits | 8 | $610K |
All 13F filers, Q3 2024 → Q4 2024: 841,407 shares bought and 210,173 shares sold, net +631,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Morgan Stanley | 0.00% | Add +0.6% | 3,746,752 | $40.3M |
| Guggenheim Capital LLC | 0.09% | Add +43.5% | 1,053,384 | $11.3M |
| Advisors Asset Management, Inc. | 0.12% | Reduce -15.8% | 609,756 | $6.6M |
| Oak Hill Advisors LP | 1.39% | No change | 597,004 | $6.4M |
| Invesco Ltd. | 0.00% | Add +1.4% | 561,751 | $6.0M |
| LPL Financial LLC | 0.00% | Add +6.9% | 520,058 | $5.6M |
| Penserra Capital Management LLC | 0.10% | Add +7.2% | 493,927 | $5.3M |
| Elevated Capital Advisors, LLC | 1.30% | Add +0.8% | 444,027 | $4.8M |
| Bank of America Corp. | 0.00% | Add +4.6% | 331,786 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +7.7% | 276,362 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +17.5% | 248,135 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 244,891 | $2.6M |
| GraniteShares Advisors LLC | 1.56% | Add +7.9% | 229,305 | $2.5M |
| Smith Asset Management Co., LLC | 1.80% | — | 172,065 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.14% | Add +0.9% | 161,011 | $1.7M |
| Whipplewood Advisors, LLC | 0.97% | — | 159,225 | $1.7M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +43.7% | 124,886 | $1.3M |
| UBS Group AG | 0.00% | Reduce -0.1% | 122,216 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 115,720 | $1.2M |
| Modern Wealth Management, LLC | 0.04% | Add +55.5% | 97,195 | $1.0M |
| Matrix Private Capital Group LLC | 0.59% | Add +0.0% | 96,894 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 78,849 | $848K |
| Truist Financial Corp. | 0.00% | Add +7.0% | 73,692 | $793K |
| Osaic Holdings, Inc. | 0.00% | Add +77.0% | 70,722 | $761K |
| Virtus Advisers, LLC | 0.31% | Add +17.3% | 70,013 | $753K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.8% | 66,069 | $711K |
| Bison Wealth, LLC | 0.08% | — | 63,469 | $683K |
| Envestnet Asset Management Inc. | 0.00% | Add +34.3% | 58,451 | $629K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.8% | 55,471 | $597K |
| Creative Planning | 0.00% | No change | 54,353 | $585K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.6% | 52,254 | $562K |
| Melfa Wealth Management, Inc. | 0.36% | No change | 49,527 | $533K |
| Cetera Investment Advisers | 0.00% | Reduce -7.0% | 48,472 | $522K |
| Compound Planning, Inc. | 0.02% | Add +9.3% | 41,585 | $447K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 39,972 | $430K |
| Everstar Asset Management, LLC | 0.27% | Reduce -2.8% | 35,974 | $387K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.7% | 34,008 | $366K |
| Jackson Hole Capital Partners, LLC | 0.07% | Add +113.3% | 31,105 | $335K |
| Readystate Asset Management LP | 0.03% | New | 31,050 | $334K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.2% | 28,265 | $304K |
| Sowell Financial Services LLC | 0.02% | Reduce -33.1% | 27,378 | $295K |
| Register Financial Advisors LLC | 0.14% | Add +3.6% | 26,340 | $283K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.2% | 26,030 | $280K |
| Advisory Services Network, LLC | 0.01% | Add +24.4% | 25,500 | $274K |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 24,559 | $264K |
| Wedbush Securities Inc. | 0.01% | No change | 24,432 | $263K |
| KFA Private Wealth Group, LLC | 0.09% | Reduce -9.1% | 20,810 | $224K |
| Trek Financial, LLC | 0.02% | No change | 20,754 | $223K |
| Thrivent Financial for Lutherans | 0.00% | No change | 19,933 | $214K |
| Citigroup Inc. | 0.00% | Add +5.6% | 19,140 | $206K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 17,999 | $194K |
| XTX Topco Ltd | 0.01% | New | 16,258 | $175K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.5% | 16,042 | $173K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +30.5% | 15,399 | $166K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 15,300 | $165K |
| Monterey Private Wealth, Inc. | 0.05% | New | 14,918 | $161K |
| Comerica Bank | 0.00% | No change | 14,500 | $156K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -8.8% | 14,461 | $156K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 13,487 | $145K |
| StoneX Group Inc. | 0.01% | New | 12,929 | $139K |
| Focused Wealth Management, Inc | 0.02% | Add +0.8% | 12,477 | $134K |
| Allworth Financial LP | 0.00% | No change | 11,820 | $127K |
| Focus Partners Wealth | 0.00% | Add +1.6% | 11,051 | $119K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 10,783 | $116K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,358 | $112K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 10,239 | $110K |
| Ameritas Advisory Services, LLC | 0.00% | New | 10,127 | $109K |
| Darwin Wealth Management, LLC | 0.04% | Add +4.7% | 9,776 | $105K |
| CKW Financial Group | 0.01% | Add +0.7% | 7,711 | $83K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 7,116 | $77K |
| Steel Grove Capital Advisors, LLC | 0.01% | New | 5,752 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.0% | 4,857 | $52K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 4,000 | $43K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -37.7% | 3,300 | $36K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,900 | $31K |
| Cwm, LLC | 0.00% | No change | 1,462 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 970 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 965 | $10K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 955 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 786 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 469 | $5K |
| WPG Advisers, LLC | 0.00% | — | 348 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 333 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -40.6% | 330 | $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 +2.0% | 50 | $539 |
| Creekmur Asset Management LLC | 0.00% | Add +8.3% | 13 | $137 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 2 | $22 |
| FMR LLC | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is DSU's weight in each manager's 13F, not the share of BlackRock Debt Strategies the manager owns.