BlackRock Debt StrategiesDSU

13F holders, Q2 2025 (June 30)
90holders +4
7new positions
6sold out
$10.56avg. 13F price*

At the end of Q2 2025, 90 institutions reported holding BlackRock Debt Strategies (DSU) in their 13F filings, up 4 from Q1 2025. 7 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($40.6M), Guggenheim Capital LLC ($14.8M) and LPL Financial LLC ($7.3M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$2.9M
Exits6$644K

All 13F filers, Q1 2025 → Q2 2025: 840,249 shares bought and 372,366 shares sold, net +467,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

Morgan Stanley 0.00% Reduce -1.9% 3,845,572 $40.6M
Guggenheim Capital LLC 0.12% Add +15.3% 1,403,471 $14.8M
LPL Financial LLC 0.00% Add +25.0% 691,437 $7.3M
Invesco Ltd. 0.00% Add +0.7% 655,619 $6.9M
Oak Hill Advisors LP 1.54% Reduce -3.0% 578,922 $6.1M
Advisors Asset Management, Inc. 0.09% Reduce -13.8% 467,718 $4.9M
Elevated Capital Advisors, LLC 1.21% No change 413,571 $4.3M
Bank of America Corp. 0.00% Add +0.9% 349,610 $3.7M
Raymond James Financial Inc. 0.00% Add +6.3% 272,036 $2.9M
Ameriprise Financial Inc. 0.00% Add +8.6% 270,875 $2.8M
GraniteShares Advisors LLC 1.69% Add +6.7% 260,364 $2.7M
Polar Asset Management Partners Inc. 0.08% New 225,656 $2.4M
Strategic Wealth Partners, Ltd. 0.18% — 210,861 $2.2M
Wells Fargo & Company 0.00% Add +2.3% 181,178 $1.9M
Smith Asset Management Co., LLC 1.64% Reduce -0.3% 180,370 $1.9M
UBS Group AG 0.00% Add +24.8% 152,935 $1.6M
Moloney Securities Asset Management, LLC 0.18% Add +0.5% 137,184 $1.4M
Royal Bank of Canada 0.00% Reduce -4.4% 105,436 $1.1M
Modern Wealth Management, LLC 0.03% Reduce -2.2% 97,473 $1.0M
Whipplewood Advisors, LLC 0.56% Add +330486.2% 95,870 $1.0M
Osaic Holdings, Inc. 0.00% Add +29.4% 92,249 $974K
Ethos Financial Group, LLC 0.08% Reduce -2.8% 86,877 $917K
NewEdge Advisors, LLC 0.00% Add +2.6% 86,535 $914K
Matrix Private Capital Group LLC 0.46% Reduce -22.1% 74,000 $781K
Virtus Investment Advisers, LLC 0.26% Reduce -22.5% 72,696 $768K
Bison Wealth, LLC 0.06% Reduce -6.1% 68,633 $728K
Envestnet Asset Management Inc. 0.00% Add +11.3% 66,879 $706K
Commonwealth Equity Services, LLC 0.00% Reduce -6.0% 65,782 $695K
Truist Financial Corp. 0.00% Reduce -25.1% 60,617 $640K
Creative Planning 0.00% Add +0.0% 60,083 $634K
Cetera Investment Advisers 0.00% Reduce -13.0% 44,809 $473K
Capital Investment Advisors, LLC 0.01% Reduce -9.7% 43,953 $464K
PNC Financial Services Group, Inc. 0.00% No change 42,465 $448K
Melfa Wealth Management, Inc. 0.27% Reduce -17.4% 40,909 $432K
Jane Street Group, LLC 0.00% New 37,894 $400K
Everstar Asset Management, LLC 0.22% Reduce -0.3% 34,603 $365K
Stifel Financial Corp. 0.00% Add +19.4% 32,387 $342K
Register Financial Advisors LLC 0.15% No change 31,560 $333K
Kestra Advisory Services, LLC 0.00% Add +0.2% 28,386 $300K
Advisory Services Network, LLC 0.00% No change 25,500 $270K
Avantax Advisory Services, Inc. 0.00% Reduce -27.2% 25,411 $268K
Wedbush Securities Inc. 0.01% Reduce -4.5% 23,345 $247K
Jackson Hole Capital Partners, LLC 0.04% Add +1.8% 22,305 $236K
SeaCrest Wealth Management, LLC 0.03% Reduce -9.2% 22,285 $235K
Kelleher Financial Advisors 0.08% Add +2.4% 20,967 $221K
Trek Financial, LLC 0.01% No change 20,754 $219K
Private Advisor Group, LLC 0.00% Add +28.6% 20,688 $218K
Sowell Financial Services LLC 0.01% Reduce -24.4% 20,411 $216K
Allworth Financial LP 0.00% Add +67.7% 19,820 $209K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +2.9% 19,036 $201K
KFA Private Wealth Group, LLC 0.06% Reduce -16.3% 17,747 $187K
Thrivent Financial for Lutherans 0.00% No change 16,433 $174K
J.W. Cole Advisors, Inc. 0.00% Add +9.5% 16,472 $174K
Virtu Financial LLC 0.01% Reduce -17.7% 16,010 $169K
Citigroup Inc. 0.00% Reduce -24.0% 14,568 $154K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.9% 13,946 $147K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.5% 13,660 $144K
Astoria Portfolio Advisors LLC. 0.04% Add +10.7% 13,152 $138K
Focused Wealth Management, Inc 0.02% Reduce -1.1% 12,569 $133K
Comerica Bank 0.00% No change 12,500 $132K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +1.9% 10,716 $113K
Cohen & Steers, Inc. 0.00% No change 10,000 $106K
Darwin Wealth Management, LLC 0.04% No change 9,776 $103K
CIBC Private Wealth Group LLC 0.00% No change 8,599 $91K
CKW Financial Group 0.01% No change 7,711 $82K
GPS Wealth Strategies Group, LLC 0.01% No change 7,116 $75K
Cape Investment Advisory, Inc. 0.02% Add +8.9% 6,100 $64K
MTM Investment Management, LLC 0.02% New 5,921 $63K
Steward Partners Investment Advisory, LLC 0.00% Add +1.1% 4,964 $52K
Oliver Lagore Vanvalin Investment Group 0.02% — 4,000 $42K
Ameritas Advisory Services, LLC 0.00% Reduce -70.0% 3,342 $35K
N.E.W. Advisory Services LLC 0.00% Add +0.3% 2,128 $22K
Global Retirement Partners, LLC 0.00% — 1,923 $20K
Creekmur Asset Management LLC 0.00% No change 1,819 $19K
Cwm, LLC 0.00% Add +3.9% 1,249 $13K
Financial Gravity Companies, Inc. 0.00% — 1,005 $11K
Harbour Investments, Inc. 0.00% No change 965 $10K
EverSource Wealth Advisors, LLC 0.00% No change 786 $8K
Fourth Dimension Wealth, LLC 0.00% Reduce -24.6% 731 $8K
IFP Advisors, Inc 0.00% Add +42.9% 670 $7K
Federation des caisses Desjardins du Quebec 0.00% No change 333 $4K
AdvisorNet Financial, Inc 0.00% No change 330 $3K
NFSG Corp 0.00% New 291 $3K
Caldwell Trust Co 0.00% No change 275 $3K
Decker Retirement Planning Inc. 0.00% New 250 $3K
US Bancorp \de 0.00% New 219 $2K
Jones Financial Companies LLLP 0.00% New 109 $1K
Larson Financial Group LLC 0.00% Add +1.9% 53 $560
Tower Research Capital LLC (TRC) 0.00% Reduce -98.1% 9 $95
Avenir Tech Ltd 0.00% No change 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.