BlackRock Debt StrategiesDSU

13F holders, Q4 2025 (December 31)
101holders +9
14new positions
7sold out
$10.17avg. 13F price*

At the end of Q4 2025, 101 institutions reported holding BlackRock Debt Strategies (DSU) in their 13F filings, up 9 from Q3 2025. 14 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($44.1M), Guggenheim Capital LLC ($16.2M) and LPL Financial LLC ($7.5M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$5.6M
Exits7$3.1M

All 13F filers, Q3 2025 → Q4 2025: 1,367,714 shares bought and 612,840 shares sold, net +754,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 101 holders

Morgan Stanley 0.00% Add +8.8% 4,334,732 $44.1M
Guggenheim Capital LLC 0.12% Add +2.6% 1,588,291 $16.2M
LPL Financial LLC 0.00% Add +1.6% 735,239 $7.5M
Penserra Capital Management LLC 0.09% Add +10.2% 707,931 $7.2M
Invesco Ltd. 0.00% Reduce -5.2% 637,230 $6.5M
Oak Hill Advisors LP 0.98% No change 578,922 $5.9M
Bank of America Corp. 0.00% Add +23.9% 466,007 $4.7M
Elevated Capital Advisors, LLC 0.97% Add +1.3% 407,280 $4.1M
Advisors Asset Management, Inc. 0.06% Reduce -22.3% 373,633 $3.8M
Ameriprise Financial Inc. 0.00% Add +14.1% 362,581 $3.7M
Strategic Wealth Partners, Ltd. 0.19% Add +1.4% 279,048 $2.8M
Greenup Street Wealth Management LLC 0.40% New 272,111 $2.8M
GraniteShares Advisors LLC 1.63% Reduce -7.6% 263,702 $2.7M
Raymond James Financial Inc. 0.00% Reduce -0.7% 248,303 $2.5M
Wells Fargo & Company 0.00% Add +21.2% 232,338 $2.4M
Smith Asset Management Co., LLC 1.54% Reduce -0.1% 182,965 $1.9M
NewEdge Wealth, LLC 0.02% Reduce -12.0% 167,081 $1.7M
UBS Group AG 0.00% Add +20.6% 145,706 $1.5M
Bison Wealth, LLC 0.14% Add +82.5% 130,033 $1.3M
PMG Family Office LLC 1.44% Add +14.3% 122,010 $1.2M
Royal Bank of Canada 0.00% Add +0.3% 121,800 $1.2M
Ausdal Financial Partners, Inc. 0.05% Reduce -0.9% 113,054 $1.2M
Cetera Investment Advisers 0.00% Reduce -11.7% 109,736 $1.1M
Whipplewood Advisors, LLC 0.66% Add +3.6% 100,247 $1.0M
Osaic Holdings, Inc. 0.00% Add +2.1% 92,639 $943K
NewEdge Advisors, LLC 0.00% Reduce -4.4% 84,641 $862K
Ethos Financial Group, LLC 0.06% Reduce -2.4% 84,593 $861K
TrueMark Investments, LLC 0.16% New 81,573 $830K
Modern Wealth Management, LLC 0.01% Reduce -18.2% 80,810 $823K
Commonwealth Equity Services, LLC 0.00% Add +0.1% 66,506 $677K
Envestnet Asset Management Inc. 0.00% Reduce -10.9% 65,541 $667K
Truist Financial Corp. 0.00% Reduce -4.8% 62,541 $637K
Creative Planning 0.00% Add +0.0% 60,073 $612K
Virtus Investment Advisers, LLC 0.16% Reduce -26.6% 57,419 $585K
Jane Street Group, LLC 0.00% New 54,474 $555K
Janney Montgomery Scott LLC 0.00% Add +1.8% 53,856 $548K
Melfa Wealth Management, Inc. 0.26% Add +7.9% 44,143 $449K
Citigroup Inc. 0.00% Add +207.2% 43,925 $447K
Keating Financial Advisory Services, Inc. 0.06% — 41,717 $425K
PNC Financial Services Group, Inc. 0.00% Reduce -16.9% 40,257 $410K
Capital Investment Advisors, LLC 0.01% Reduce -15.0% 34,484 $351K
Advisory Services Network, LLC 0.00% Add +15.8% 33,000 $336K
Equitable Holdings, Inc. 0.00% Add +28.2% 32,996 $336K
Activest Wealth Management 0.06% Add +2.9% 32,814 $334K
Register Financial Advisors LLC 0.13% Add +3.2% 32,560 $331K
Kestra Advisory Services, LLC 0.00% Reduce -0.3% 28,079 $286K
Cornerstone Wealth Management, LLC 0.01% New 25,024 $255K
Susquehanna International Group, LLP 0.00% New 24,513 $250K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.6% 24,385 $249K
Wedbush Securities Inc. 0.01% No change 23,345 $238K
Jackson Hole Capital Partners, LLC 0.04% No change 22,305 $227K
Kelleher Financial Advisors 0.05% New 21,974 $224K
Private Advisor Group, LLC 0.00% Add +1.1% 21,055 $214K
Trek Financial, LLC 0.01% No change 20,754 $211K
Sowell Financial Services LLC 0.01% No change 19,311 $197K
Nepsis Inc. 0.06% New 19,175 $195K
StoneX Group Inc. 0.01% New 18,928 $193K
Andina Capital Management, LLC 0.10% Reduce -11.8% 16,987 $173K
Concurrent Investment Advisors, LLC 0.00% Add +7.7% 16,518 $168K
Thrivent Financial for Lutherans 0.00% No change 16,433 $167K
J.W. Cole Advisors, Inc. 0.00% Add +21.4% 20,509 $165K
Signal Advisors Wealth, LLC 0.01% Add +1.0% 15,651 $159K
KFA Private Wealth Group, LLC 0.04% Add +2.1% 15,595 $159K
Strong Retirement Solutions LLC 0.11% — 15,500 $158K
Comerica Bank 0.00% Add +22.4% 15,300 $156K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.6% 14,620 $149K
Astoria Portfolio Advisors LLC. 0.03% Add +10.0% 14,533 $144K
Cape Investment Advisory, Inc. 0.04% New 13,410 $137K
Stifel Financial Corp. 0.00% Reduce -59.5% 12,624 $129K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.7% 12,410 $126K
DeLarme Wealth Management, Inc. 0.08% — 11,366 $116K
HRT Financial LP 0.00% New 10,266 $104K
Matrix Private Capital Group LLC 0.05% Reduce -52.4% 10,000 $102K
Darwin Wealth Management, LLC 0.03% No change 9,776 $100K
CKW Financial Group 0.01% No change 7,711 $78K
Pinnacle Wealth Planning Services, Inc. 0.01% New 7,625 $78K
MTM Investment Management, LLC 0.02% Add +2.9% 6,266 $64K
Allworth Financial LP 0.00% Reduce -72.1% 5,538 $56K
IFP Advisors, Inc 0.00% Add +67.7% 5,085 $52K
Global Retirement Partners, LLC 0.00% No change 3,724 $38K
Steward Partners Investment Advisory, LLC 0.00% Reduce -40.2% 3,000 $31K
CoreCap Advisors, LLC 0.00% New 2,842 $29K
N.E.W. Advisory Services LLC 0.00% Add +0.8% 2,152 $22K
BNP Paribas Financial Markets 0.00% Reduce -24.2% 1,679 $17K
Financial Gravity Asset Management, Inc. 0.00% No change 1,005 $10K
Cwm, LLC 0.00% No change 1,017 $10K
Harbour Investments, Inc. 0.00% No change 965 $10K
CIBC Private Wealth Group LLC 0.00% No change 846 $9K
EverSource Wealth Advisors, LLC 0.00% No change 786 $8K
Highline Wealth Partners LLC 0.00% No change 500 $5K
Arax Advisory Partners 0.00% No change 500 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 333 $3K
AdvisorNet Financial, Inc 0.00% No change 330 $3K
Private Wealth Asset Management, LLC 0.00% No change 300 $3K
Private Wealth Management Group, LLC 0.00% New 291 $3K
Caldwell Trust Co 0.00% No change 275 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 162 $2K
Fourth Dimension Wealth, LLC 0.00% Reduce -73.0% 133 $1K
Larson Financial Group LLC 0.00% Add +1.8% 56 $571
Tower Research Capital LLC (TRC) 0.00% Reduce -39.3% 17 $173
Avenir Tech Ltd 0.00% No change 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.