Vault-13

BLACKROCK DEBT STRATEGIES FD DSU

COM NEW · Closed-End Fund · CUSIP 09255R202

91 institutional holders +4 vs Q1 2025
12,251,88112.3m shares reported held*
$129.3mreported value*
7 new 32 added 28 reduced 6 sold out net bought ≈ $5.0m (+573.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.56.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 104Q1 23: 100Q2 23: 89Q3 23: 87Q4 23: 82Q1 24: 83Q2 24: 76Q3 24: 86Q4 24: 91Q1 25: 87Q2 25: 9191Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022101
Q4 2022104
Q1 2023100
Q2 202389
Q3 202387
Q4 202382
Q1 202483
Q2 202476
Q3 202486
Q4 202491
Q1 202587
Q2 202591

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 31 bought or addedQ3 23: 40 cut or sold outQ4 23: 31 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 35 bought or addedQ1 24: 32 cut or sold outQ2 24: 30 bought or addedQ2 24: 37 cut or sold outQ2 24Q3 24: 43 bought or addedQ3 24: 20 cut or sold outQ4 24: 49 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 49 bought or addedQ1 25: 32 cut or sold outQ2 25: 39 bought or addedQ2 25: 34 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233140
Q4 20233139
Q1 20243532
Q2 20243037
Q3 20244320
Q4 20244922
Q1 20254932
Q2 20253934

Biggest buyers

Polar Asset Management Partners Inc. New +225,656+225.7k
GUGGENHEIM CAPITAL LLC Added +186,480+186.5k
LPL Financial LLC Added +138,463+138.5k
ROYAL BANK OF CANADA Added +100,586+100.6k
Whipplewood Advisors, LLC Added +95,841+95.8k
JANE STREET GROUP, LLC New +37,894+37.9k
UBS Group AG Added +30,345+30.3k
AMERIPRISE FINANCIAL INC Added +21,418+21.4k
OSAIC HOLDINGS, INC. Added +20,940+20.9k
GraniteShares Advisors LLC Added +16,269+16.3k

Biggest sellers

MORGAN STANLEY Reduced -75,861-75.9k
Advisors Asset Management, Inc. Reduced -74,904-74.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Sold out -34,553-34.6k
Virtus Investment Advisers, LLC Reduced -21,155-21.2k
MATRIX PRIVATE CAPITAL GROUP LLC Reduced -21,014-21.0k
TRUIST FINANCIAL CORP Reduced -20,301-20.3k
OAK HILL ADVISORS LP Reduced -18,082-18.1k
StoneX Group Inc. Sold out -12,929-12.9k
Beaumont Asset Management, L.L.C. Sold out -10,482-10.5k
AVANTAX ADVISORY SERVICES, INC. Reduced -9,477-9.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2026-04-27 5.2% new 3.3m≈ $31.7m 2026-04-27

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$1080——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,845,5723.8m $40.6m $40.6m 0.00% Reduced -75.9k -75,861
2 GUGGENHEIM CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 1,403,4711.4m $14.8m $14.8m 0.12% Added +186.5k +186,480
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 691,437691.4k $7.3m $7.3m 0.00% Added +138.5k +138,463
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 655,619655.6k $6.9m $6.9m 0.00% Added +4.4k +4,353
5 OAK HILL ADVISORS LP 1.53% of their portfolio New York, NY 578,922578.9k $6.1m $6.1m 1.53% Reduced -18.1k -18,082
6 Advisors Asset Management, Inc. 0.09% of their portfolio Monument, CO 467,718467.7k $4.9m $4.9m 0.09% Reduced -74.9k -74,904
7 Elevated Capital Advisors, LLC 1.21% of their portfolio SANDY, UT 413,571413.6k $4.3m $4.3m 1.21% Unchanged
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 349,610349.6k $3.7m $3.7m 0.00% Added +3.0k +2,984
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 272,036272.0k $2.9m $2.9m 0.00% Added +16.1k +16,074
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 270,875270.9k $2.8m $2.8m 0.00% Added +21.4k +21,418
11 GraniteShares Advisors LLC 1.69% of their portfolio NEW YORK, NY 260,364260.4k $2.7m $2.7m 1.69% Added +16.3k +16,269
12 Polar Asset Management Partners Inc. 0.06% of their portfolio TORONTO, A6 225,656225.7k $2.4m $2.4m 0.06% New
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 210,872210.9k $2.2m $2.2m 0.00% Added +100.6k +100,586
14 Strategic Wealth Partners, Ltd. 0.18% of their portfolio INDEPENDENCE, OH 210,861210.9k $2.2m $2.2m 0.18% First filing
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 181,178181.2k $1.9m $1.9m 0.00% Added +4.1k +4,062
16 Smith Asset Management Co., LLC 1.64% of their portfolio Chiefland, FL 180,370180.4k $1.9m $1.9m 1.64% Reduced -535 -535
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 152,935152.9k $1.6m $1.6m 0.00% Added +30.3k +30,345
18 Moloney Securities Asset Management, LLC 0.18% of their portfolio MANCHESTER, MO 137,184137.2k $1.4m $1.4m 0.18% Added +643 +643
19 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 97,47397.5k $1.0m $1.0m 0.03% Reduced -2.2k -2,154
20 Whipplewood Advisors, LLC 0.56% of their portfolio LITTLETON, CO 95,87095.9k $1.0m $1.0m 0.56% Added +95.8k +95,841
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 92,24992.2k $974.2k $974.2k 0.00% Added +20.9k +20,940
22 Ethos Financial Group, LLC 0.08% of their portfolio KING OF PRUSSIA, PA 86,87786.9k $917.4k $917.4k 0.08% Reduced -2.5k -2,527
23 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 86,53586.5k $913.8k $913.8k 0.00% Added +2.2k +2,156
24 MATRIX PRIVATE CAPITAL GROUP LLC 0.46% of their portfolio NEW YORK, NY 74,00074.0k $781.4k $781.4k 0.46% Reduced -21.0k -21,014
25 Virtus Investment Advisers, LLC 0.26% of their portfolio HARTFORD, CT 72,69672.7k $767.7k $767.7k 0.26% Reduced -21.2k -21,155
26 Bison Wealth, LLC 0.06% of their portfolio ATLANTA, GA 68,63368.6k $728.2k $728.2k 0.06% Reduced -4.4k -4,425
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 66,87966.9k $706.2k $706.2k 0.00% Added +6.8k +6,804
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 65,78265.8k $695.0k $695.0k 0.00% Reduced -4.2k -4,166
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 60,61760.6k $640.1k $640.1k 0.00% Reduced -20.3k -20,301
30 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 60,08360.1k $634.5k $634.5k 0.00% Added +12 +12
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 44,80944.8k $473.2k $473.2k 0.00% Reduced -6.7k -6,703
32 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 43,95344.0k $464.1k $464.1k 0.01% Reduced -4.7k -4,695
33 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 42,46542.5k $448.4k $448.4k 0.00% Unchanged
34 MELFA WEALTH MANAGEMENT, INC. 0.27% of their portfolio WESTBOROUGH, MA 40,90940.9k $432.0k $432.0k 0.27% Reduced -8.6k -8,618
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,89437.9k $400.2k $400.2k 0.00% New
36 Everstar Asset Management, LLC 0.22% of their portfolio MOORESVILLE, NC 34,60334.6k $365.4k $365.4k 0.22% Reduced -85 -85
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 32,38732.4k $342.0k $342.0k 0.00% Added +5.3k +5,268
38 Register Financial Advisors LLC 0.15% of their portfolio ATLANTA, GA 31,56031.6k $333.3k $333.3k 0.15% Unchanged
39 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 28,38628.4k $299.8k $299.8k 0.00% Added +48 +48
40 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 25,50025.5k $269.5k $269.5k 0.00% Unchanged
41 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 25,41125.4k $268.3k $268.3k 0.00% Reduced -9.5k -9,477
42 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 23,34523.3k $247.0k $247.0k 0.01% Reduced -1.1k -1,087
43 Jackson Hole Capital Partners, LLC 0.04% of their portfolio TULSA, OK 22,30522.3k $235.5k $235.5k 0.04% Added +400 +400
44 SeaCrest Wealth Management, LLC 0.03% of their portfolio PURCHASE, NY 22,28522.3k $235.3k $235.3k 0.03% Reduced -2.3k -2,258
45 KELLEHER FINANCIAL ADVISORS 0.08% of their portfolio NEW YORK, NY 20,96721.0k $221.4k $221.4k 0.08% Added +498 +498
46 Trek Financial, LLC 0.01% of their portfolio Scottsdale, AZ 20,75420.8k $219.2k $219.2k 0.01% Unchanged
47 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 20,68820.7k $218.5k $218.5k 0.00% Added +4.6k +4,604
48 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 20,41120.4k $215.5k $215.5k 0.01% Reduced -6.6k -6,600
49 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 19,82019.8k $209.3k $209.3k 0.00% Added +8.0k +8,000
50 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.03% of their portfolio INDIANAPOLIS, IN 19,03619.0k $201.0k $201.0k 0.03% Added +532 +532
51 KFA Private Wealth Group, LLC 0.06% of their portfolio Tysons, VA 17,74717.7k $187.4k $187.4k 0.06% Reduced -3.5k -3,452
52 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 16,47216.5k $173.9k $173.9k 0.00% Added +1.4k +1,430
53 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 16,43316.4k $174.0k $174.0k 0.00% Unchanged
54 Virtu Financial LLC 0.01% of their portfolio New York, NY 16,01016.0k $169.0k $169.0k 0.01% Reduced -3.4k -3,444
55 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,56814.6k $153.8k $153.8k 0.00% Reduced -4.6k -4,601
56 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,94613.9k $147.0k $147.0k 0.00% Reduced -273 -273
57 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 13,66013.7k $144.2k $144.2k 0.00% Reduced -801 -801
58 Astoria Portfolio Advisors LLC. 0.04% of their portfolio NEW YORK, NY 13,15213.2k $138.5k $138.5k 0.04% Added +1.3k +1,273
59 Focused Wealth Management, Inc 0.02% of their portfolio Newburgh, NY 12,56912.6k $132.7k $132.7k 0.02% Reduced -143 -143
60 COMERICA BANK 0.00% of their portfolio DALLAS, TX 12,50012.5k $132.0k $132.0k 0.00% Unchanged
61 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% of their portfolio CONCORD, MA 10,71610.7k $113.2k $113.2k 0.02% Added +201 +201
62 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 10,00010.0k $106.0k $106.0k 0.00% Unchanged
63 Darwin Wealth Management, LLC 0.04% of their portfolio TAMPA, FL 9,7769.8k $103.2k $103.2k 0.04% Unchanged
64 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 8,5998.6k $90.8k $90.8k 0.00% Unchanged
65 CKW FINANCIAL GROUP 0.01% of their portfolio HONOLULU, HI 7,7117.7k $82.0k $82.0k 0.01% Unchanged
66 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 7,1167.1k $75.1k $75.1k 0.01% Unchanged
67 Cape Investment Advisory, Inc. 0.02% of their portfolio MCDONOUGH, GA 6,1006.1k $64.4k $64.4k 0.02% Added +500 +500
68 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 5,9215.9k $62.5k $62.5k 0.02% New
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,9645.0k $52.4k $52.4k 0.00% Added +55 +55
70 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.02% of their portfolio FLINT, MI 4,0004.0k $41.8k $41.8k 0.02% First filing
71 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 3,3423.3k $35.3k $35.3k 0.00% Reduced -7.8k -7,785
72 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 2,1282.1k $22.5k $22.5k 0.00% Added +7 +7
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,9231.9k $20.3k $20.3k 0.00% First filing
74 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 1,8191.8k $19.2k $19.2k 0.00% Unchanged
75 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,2491.2k $13.0k $13.0k 0.00% Added +47 +47
76 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 1,0051.0k $10.6k $10.6k 0.00% First filing
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 965965 $10.2k $10.2k 0.00% Unchanged
78 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 786786 $8.3k $8.3k 0.00% Unchanged
79 Fourth Dimension Wealth, LLC 0.00% of their portfolio MIDDLEBURG HEIGHTS, OH 731731 $7.7k $7.7k 0.00% Reduced -239 -239
80 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 670670 $7.1k $7.1k 0.00% Added +201 +201
81 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 333333 $3.5k $3.5k 0.00% Unchanged
82 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 330330 $3.5k $3.5k 0.00% Unchanged
83 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 291291 $3.1k $3.1k 0.00% New
84 Caldwell Trust Co 0.00% of their portfolio Venice, FL 275275 $2.9k $2.9k 0.00% Unchanged
85 Decker Retirement Planning Inc. 0.00% of their portfolio LEVI, UT 250250 $2.6k $2.6k 0.00% New
86 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 219219 $2.3k $2.3k 0.00% New
87 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 109109 $1.2k $1.2k 0.00% New
88 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 5353 $560 $560 0.00% Added +1 +1
89 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 99 $95 $95 0.00% Reduced -476 -476
90 Avenir Tech Ltd 0.00% of their portfolio CENTRAL, HONG KONG, K3 11 $11 $11 0.00% Unchanged
91 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged