BLACKROCK DEBT STRATEGIES FD DSU
COM NEW · Closed-End Fund · CUSIP 09255R202
* 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 ≈ $10.61.
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 101 |
| Q4 2022 | 104 |
| Q1 2023 | 100 |
| Q2 2023 | 89 |
| Q3 2023 | 87 |
| Q4 2023 | 82 |
| Q1 2024 | 83 |
| Q2 2024 | 76 |
| Q3 2024 | 86 |
| Q4 2024 | 91 |
| Q1 2025 | 87 |
| Q2 2025 | 91 |
| Q3 2025 | 92 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 31 | 39 |
| Q1 2024 | 35 | 32 |
| Q2 2024 | 30 | 37 |
| Q3 2024 | 43 | 20 |
| Q4 2024 | 49 | 22 |
| Q1 2025 | 49 | 32 |
| Q2 2025 | 39 | 34 |
| Q3 2025 | 51 | 31 |
Biggest buyers
| Penserra Capital Management LLC | New | +642.4k |
| NewEdge Wealth, LLC | New | +189.9k |
| GUGGENHEIM CAPITAL LLC | Added | +144.4k |
| MORGAN STANLEY | Added | +140.5k |
| Ausdal Financial Partners, Inc. | New | +114.1k |
| Cetera Investment Advisers | Added | +79.5k |
| Strategic Wealth Partners, Ltd. | Added | +64.3k |
| Janney Montgomery Scott LLC | New | +52.9k |
| AMERIPRISE FINANCIAL INC | Added | +47.0k |
| LPL Financial LLC | Added | +31.9k |
Biggest sellers
| Moloney Securities Asset Management, LLC | Sold out | -137.2k |
| ROYAL BANK OF CANADA | Reduced | -89.4k |
| MATRIX PRIVATE CAPITAL GROUP LLC | Reduced | -53.0k |
| JANE STREET GROUP, LLC | Sold out | -37.9k |
| UBS Group AG | Reduced | -32.1k |
| Everstar Asset Management, LLC | Reduced | -23.8k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -22.0k |
| KELLEHER FINANCIAL ADVISORS | Sold out | -21.0k |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | Sold out | -19.0k |
| Virtu Financial LLC | Sold out | -16.0k |
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.
| Holder | Stake |
|---|---|
| FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2026-04-27 | 5.2% |
Insider purchases and sales in Q3 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $108 | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 4.0m $42.3m | Added +140.5k |
| GUGGENHEIM CAPITAL LLC 0.12% of their portfolio | 1.5m $16.4m | Added +144.4k |
| LPL Financial LLC 0.00% of their portfolio | 723.3k $7.7m | Added +31.9k |
| Invesco Ltd. 0.00% of their portfolio | 671.8k $7.1m | Added +16.2k |
| Penserra Capital Management LLC 0.08% of their portfolio | 642.4k $6.8m | New |
| OAK HILL ADVISORS LP 1.28% of their portfolio | 578.9k $6.1m | Unchanged |
| Advisors Asset Management, Inc. 0.09% of their portfolio | 480.6k $5.1m | Added +12.9k |
| Elevated Capital Advisors, LLC 1.06% of their portfolio | 402.0k $4.3m | Reduced -11.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 376.1k $4.0m | Added +26.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 317.9k $3.4m | Added +47.0k |
| GraniteShares Advisors LLC 1.75% of their portfolio | 285.5k $3.0m | Added +25.1k |
| Strategic Wealth Partners, Ltd. 0.22% of their portfolio | 275.2k $2.9m | Added +64.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 250.0k $2.7m | Reduced -22.0k |
| Polar Asset Management Partners Inc. 0.05% of their portfolio | 232.0k $2.5m | Added +6.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 191.7k $2.0m | Added +10.5k |
| NewEdge Wealth, LLC 0.03% of their portfolio | 189.9k $2.0m | New |
| Smith Asset Management Co., LLC 1.66% of their portfolio | 183.2k $1.9m | Added +2.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 124.3k $1.3m | Added +79.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 121.5k $1.3m | Reduced -89.4k |
| UBS Group AG 0.00% of their portfolio | 120.8k $1.3m | Reduced -32.1k |
| Ausdal Financial Partners, Inc. 0.06% of their portfolio | 114.1k $1.2m | New |
| PMG Family Office LLC 1.27% of their portfolio | 106.7k $1.1m | First filing |
| Modern Wealth Management, LLC 0.02% of their portfolio | 98.7k $1.0m | Added +1.3k |
| Whipplewood Advisors, LLC 0.68% of their portfolio | 96.7k $1.0m | Added +879 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 90.7k $962.7k | Reduced -1.5k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 88.5k $939.9k | Added +2.0k |
| Ethos Financial Group, LLC 0.07% of their portfolio | 86.6k $920.1k | Reduced -237 |
| Virtus Investment Advisers, LLC 0.24% of their portfolio | 78.2k $830.8k | Added +5.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 73.6k $781.6k | Added +6.7k |
| Bison Wealth, LLC 0.07% of their portfolio | 71.2k $736.6k | Added +2.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 66.4k $705.0k | Added +626 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 65.7k $697.8k | Added +5.1k |
| Creative Planning 0.00% of their portfolio | 60.1k $638.0k | Reduced -11 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 52.9k $562.0k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 48.4k $514.5k | Added +6.0k |
| MELFA WEALTH MANAGEMENT, INC. 0.25% of their portfolio | 40.9k $434.5k | Unchanged |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 40.6k $430.8k | Reduced -3.4k |
| Activest Wealth Management 0.07% of their portfolio | 31.9k $338.6k | New |
| Register Financial Advisors LLC 0.13% of their portfolio | 31.6k $335.2k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 31.1k $330.7k | Reduced -1.2k |
| Advisory Services Network, LLC 0.00% of their portfolio | 28.5k $302.7k | Added +3.0k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 28.2k $299.1k | Reduced -224 |
| Equitable Holdings, Inc. 0.00% of their portfolio | 25.7k $273.3k | New |
| SeaCrest Wealth Management, LLC 0.03% of their portfolio | 24.5k $256.4k | Added +2.3k |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 23.3k $248.0k | Unchanged |
| Jackson Hole Capital Partners, LLC 0.04% of their portfolio | 22.3k $236.9k | Unchanged |
| MATRIX PRIVATE CAPITAL GROUP LLC 0.12% of their portfolio | 21.0k $223.0k | Reduced -53.0k |
| Private Advisor Group, LLC 0.00% of their portfolio | 20.8k $221.1k | Added +130 |
| Trek Financial, LLC 0.01% of their portfolio | 20.8k $220.4k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 19.8k $210.5k | Unchanged |
| Sowell Financial Services LLC 0.01% of their portfolio | 19.3k $205.1k | Reduced -1.1k |
| Andina Capital Management, LLC 0.12% of their portfolio | 19.3k $204.5k | New |
| World Investment Advisors 0.00% of their portfolio | 18.6k $197.3k | New |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 16.9k $179.5k | Added +426 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 16.4k $175.0k | Unchanged |
| Signal Advisors Wealth, LLC 0.01% of their portfolio | 15.5k $164.6k | New |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 15.3k $162.9k | New |
| KFA Private Wealth Group, LLC 0.05% of their portfolio | 15.3k $162.2k | Reduced -2.5k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 14.4k $153.0k | Added +446 |
| CITIGROUP INC 0.00% of their portfolio | 14.3k $151.9k | Reduced -268 |
| Astoria Portfolio Advisors LLC. 0.04% of their portfolio | 13.2k $138.1k | Added +65 |
| Stratos Wealth Partners, LTD. 0.00% of their portfolio | 12.8k $135.5k | Reduced -904 |
| COMERICA BANK 0.00% of their portfolio | 12.5k $132.8k | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.01% of their portfolio | 10.9k $115.4k | Added +146 |
| Everstar Asset Management, LLC 0.07% of their portfolio | 10.8k $115.0k | Reduced -23.8k |
| Darwin Wealth Management, LLC 0.03% of their portfolio | 9.8k $103.8k | Unchanged |
| Ameritas Advisory Services, LLC 0.01% of their portfolio | 9.7k $102.5k | Added +6.3k |
| CKW FINANCIAL GROUP 0.01% of their portfolio | 7.7k $82.0k | Unchanged |
| GPS Wealth Strategies Group, LLC 0.01% of their portfolio | 7.1k $75.6k | Unchanged |
| MTM Investment Management, LLC 0.02% of their portfolio | 6.1k $64.7k | Added +168 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 5.0k $53.3k | Added +56 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.7k $39.5k | Added +1.8k |
| IFP Advisors, Inc 0.00% of their portfolio | 3.0k $32.2k | Added +2.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.2k $23.5k | New |
| N.E.W. Advisory Services LLC 0.00% of their portfolio | 2.1k $22.7k | Added +7 |
| Creekmur Asset Management LLC 0.00% of their portfolio | 1.8k $19.3k | Reduced -1 |
| CWM, LLC 0.00% of their portfolio | 1.0k $11.0k | Reduced -232 |
| Financial Gravity Asset Management, Inc. 0.00% of their portfolio | 1.0k $10.7k | First filing |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 965 $10.2k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 846 $9.0k | Reduced -7.8k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 786 $8.3k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 500 $5.3k | New |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 500 $5.3k | New |
| Fourth Dimension Wealth, LLC 0.00% of their portfolio | 493 $5.2k | Reduced -238 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 333 $3.5k | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 330 $3.5k | Unchanged |
| Private Wealth Asset Management, LLC 0.00% of their portfolio | 300 $3.2k | New |
| NFSG Corp 0.00% of their portfolio | 291 $3.1k | Unchanged |
| Caldwell Trust Co 0.00% of their portfolio | 275 $2.9k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 55 $579 | Added +2 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 28 $297 | Added +19 |
| Avenir Tech Ltd 0.00% of their portfolio | 1 $11 | Unchanged |