BlackRock Debt StrategiesDSU

13F holders, Q1 2025 (March 31)
86holders −4
13new positions
14sold out
$10.59avg. 13F price*

At the end of Q1 2025, 86 institutions reported holding BlackRock Debt Strategies (DSU) in their 13F filings, down 4 from Q4 2024. 13 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($40.9M), Guggenheim Capital LLC ($12.7M) and Invesco Ltd. ($6.8M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions13$2.9M
Exits14$8.2M

All 13F filers, Q4 2024 → Q1 2025: 885,090 shares bought and 1,163,397 shares sold, net −278,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Morgan Stanley 0.00% Add +4.7% 3,921,433 $40.9M
Guggenheim Capital LLC 0.12% Add +15.5% 1,216,991 $12.7M
Invesco Ltd. 0.00% Add +15.9% 651,266 $6.8M
Oak Hill Advisors LP 1.60% No change 597,004 $6.2M
LPL Financial LLC 0.00% Add +6.3% 552,974 $5.8M
Advisors Asset Management, Inc. 0.11% Reduce -11.0% 542,622 $5.7M
Elevated Capital Advisors, LLC 1.21% Reduce -6.9% 413,571 $4.3M
Bank of America Corp. 0.00% Add +4.5% 346,626 $3.6M
Raymond James Financial Inc. 0.00% Add +4.5% 255,962 $2.7M
Ameriprise Financial Inc. 0.00% Add +0.5% 249,457 $2.6M
GraniteShares Advisors LLC 1.62% Add +6.5% 244,095 $2.5M
Smith Asset Management Co., LLC 1.78% Add +5.1% 180,905 $1.9M
Wells Fargo & Company 0.00% Reduce -35.9% 177,116 $1.8M
Whipplewood Advisors, LLC 1.01% Reduce -100.0% 29 $1.7M
Moloney Securities Asset Management, LLC 0.19% Add +9.3% 136,541 $1.4M
UBS Group AG 0.00% Add +0.3% 122,590 $1.3M
Royal Bank of Canada 0.00% Reduce -4.7% 110,286 $1.2M
Modern Wealth Management, LLC 0.03% Add +2.5% 99,627 $1.0M
Matrix Private Capital Group LLC 0.59% Reduce -1.9% 95,014 $992K
Virtus Investment Advisers, LLC 0.27% New 93,851 $980K
Ethos Financial Group, LLC 0.09% New 89,404 $933K
NewEdge Advisors, LLC 0.01% Add +7.0% 84,379 $881K
Truist Financial Corp. 0.00% Add +9.8% 80,918 $845K
Bison Wealth, LLC 0.07% Add +15.1% 73,058 $763K
Osaic Holdings, Inc. 0.00% Add +0.8% 71,309 $744K
Commonwealth Equity Services, LLC 0.00% Add +5.9% 69,948 $730K
Envestnet Asset Management Inc. 0.00% Add +2.8% 60,075 $627K
Creative Planning 0.00% Add +10.5% 60,071 $627K
Cetera Investment Advisers 0.00% Add +6.3% 51,512 $538K
Melfa Wealth Management, Inc. 0.35% No change 49,527 $517K
Capital Investment Advisors, LLC 0.01% Reduce -12.3% 48,648 $508K
PNC Financial Services Group, Inc. 0.00% Add +63.1% 42,465 $443K
Avantax Advisory Services, Inc. 0.00% Add +2.6% 34,888 $364K
Everstar Asset Management, LLC 0.24% Reduce -3.6% 34,688 $362K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.6% 34,553 $361K
Register Financial Advisors LLC 0.17% Add +19.8% 31,560 $329K
Kestra Advisory Services, LLC 0.00% Add +0.3% 28,338 $296K
Stifel Financial Corp. 0.00% Add +10.4% 27,119 $283K
Sowell Financial Services LLC 0.01% Reduce -1.3% 27,011 $282K
Advisory Services Network, LLC 0.01% No change 25,500 $266K
SeaCrest Wealth Management, LLC 0.03% Add +59.4% 24,543 $256K
Wedbush Securities Inc. 0.01% No change 24,432 $255K
Jackson Hole Capital Partners, LLC 0.05% Reduce -29.6% 21,905 $229K
KFA Private Wealth Group, LLC 0.08% Add +1.9% 21,199 $221K
Trek Financial, LLC 0.02% No change 20,754 $217K
Kelleher Financial Advisors 0.09% New 20,469 $213K
Virtu Financial LLC 0.01% New 19,454 $203K
Citigroup Inc. 0.00% Add +0.1% 19,169 $200K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +2.8% 18,504 $193K
Thrivent Financial for Lutherans 0.00% Reduce -17.6% 16,433 $172K
Private Advisor Group, LLC 0.00% Add +57.1% 16,084 $168K
J.W. Cole Advisors, Inc. 0.00% New 15,042 $157K
Stratos Wealth Partners, LTD. 0.00% No change 14,461 $151K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.4% 14,219 $148K
StoneX Group Inc. 0.01% No change 12,929 $135K
Focused Wealth Management, Inc 0.02% Add +1.9% 12,712 $133K
Comerica Bank 0.00% Reduce -13.8% 12,500 $131K
Allworth Financial LP 0.00% No change 11,820 $120K
Astoria Portfolio Advisors LLC. 0.04% New 11,879 $119K
Ameritas Advisory Services, LLC 0.00% Add +9.9% 11,127 $119K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Reduce -2.5% 10,515 $111K
Beaumont Asset Management, L.L.C. 0.07% New 10,482 $109K
Darwin Wealth Management, LLC 0.04% No change 9,776 $105K
Cohen & Steers, Inc. 0.00% New 10,000 $104K
CIBC Private Wealth Group LLC 0.00% Reduce -17.0% 8,599 $83K
CKW Financial Group 0.01% No change 7,711 $80K
GPS Wealth Strategies Group, LLC 0.01% No change 7,116 $74K
Cape Investment Advisory, Inc. 0.02% Add +69.7% 5,600 $58K
Steward Partners Investment Advisory, LLC 0.00% Add +1.1% 4,909 $51K
N.E.W. Advisory Services LLC 0.00% New 2,121 $22K
Creekmur Asset Management LLC 0.00% Add +13892.3% 1,819 $19K
Spire Wealth Management 0.00% New 1,758 $18K
CoreCap Advisors, LLC 0.00% Reduce -48.3% 1,500 $16K
Cwm, LLC 0.00% Reduce -17.8% 1,202 $13K
Financial Gravity Asset Management, Inc. 0.00% — 1,005 $10K
Fourth Dimension Wealth, LLC 0.00% No change 970 $10K
Harbour Investments, Inc. 0.00% No change 965 $10K
EverSource Wealth Advisors, LLC 0.00% No change 786 $8K
Tower Research Capital LLC (TRC) 0.00% New 485 $5K
IFP Advisors, Inc 0.00% No change 469 $5K
Kiker Wealth Management, LLC 0.00% New 433 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 333 $3K
AdvisorNet Financial, Inc 0.00% No change 330 $3K
Caldwell Trust Co 0.00% No change 275 $3K
Larson Financial Group LLC 0.00% Add +4.0% 52 $538
Avenir Tech Ltd 0.00% New 1 $10

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