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 ≈ $10.17.
Trends to Q4 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 |
| Q4 2025 | 101 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 50 | 34 |
Biggest buyers
| MORGAN STANLEY | Added | +348.6k |
| GREENUP STREET WEALTH MANAGEMENT LLC | New | +272.1k |
| BANK OF AMERICA CORP /DE/ | Added | +89.9k |
| TrueMark Investments, LLC | New | +81.6k |
| Penserra Capital Management LLC | Added | +65.5k |
| Bison Wealth, LLC | Added | +58.8k |
| JANE STREET GROUP, LLC | New | +54.5k |
| AMERIPRISE FINANCIAL INC | Added | +44.7k |
| WELLS FARGO & COMPANY/MN | Added | +40.6k |
| GUGGENHEIM CAPITAL LLC | Added | +40.4k |
Biggest sellers
| Polar Asset Management Partners Inc. | Sold out | -232.0k |
| Advisors Asset Management, Inc. | Reduced | -106.9k |
| Invesco Ltd. | Reduced | -34.6k |
| NewEdge Wealth, LLC | Reduced | -22.9k |
| GraniteShares Advisors LLC | Reduced | -21.8k |
| Virtus Investment Advisers, LLC | Reduced | -20.8k |
| World Investment Advisors | Sold out | -18.6k |
| STIFEL FINANCIAL CORP | Reduced | -18.5k |
| Modern Wealth Management, LLC | Reduced | -17.9k |
| Cetera Investment Advisers | Reduced | -14.6k |
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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 4.3m $44.1m | Added +348.6k |
| GUGGENHEIM CAPITAL LLC 0.12% of their portfolio | 1.6m $16.2m | Added +40.4k |
| LPL Financial LLC 0.00% of their portfolio | 735.2k $7.5m | Added +11.9k |
| Penserra Capital Management LLC 0.09% of their portfolio | 707.9k $7.2m | Added +65.5k |
| Invesco Ltd. 0.00% of their portfolio | 637.2k $6.5m | Reduced -34.6k |
| OAK HILL ADVISORS LP 0.96% of their portfolio | 578.9k $5.9m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 466.0k $4.7m | Added +89.9k |
| Elevated Capital Advisors, LLC 0.97% of their portfolio | 407.3k $4.1m | Added +5.3k |
| Advisors Asset Management, Inc. 0.06% of their portfolio | 373.6k $3.8m | Reduced -106.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 362.6k $3.7m | Added +44.7k |
| Strategic Wealth Partners, Ltd. 0.19% of their portfolio | 279.0k $2.8m | Added +3.9k |
| GREENUP STREET WEALTH MANAGEMENT LLC 0.40% of their portfolio | 272.1k $2.8m | New |
| GraniteShares Advisors LLC 1.63% of their portfolio | 263.7k $2.7m | Reduced -21.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 248.3k $2.5m | Reduced -1.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 232.3k $2.4m | Added +40.6k |
| Smith Asset Management Co., LLC 1.54% of their portfolio | 183.0k $1.9m | Reduced -221 |
| NewEdge Wealth, LLC 0.02% of their portfolio | 167.1k $1.7m | Reduced -22.9k |
| UBS Group AG 0.00% of their portfolio | 145.7k $1.5m | Added +24.9k |
| Bison Wealth, LLC 0.14% of their portfolio | 130.0k $1.3m | Added +58.8k |
| PMG Family Office LLC 1.44% of their portfolio | 122.0k $1.2m | Added +15.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 121.8k $1.2m | Added +334 |
| Ausdal Financial Partners, Inc. 0.05% of their portfolio | 113.1k $1.2m | Reduced -1.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 109.7k $1.1m | Reduced -14.6k |
| Whipplewood Advisors, LLC 0.66% of their portfolio | 100.2k $1.0m | Added +3.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 92.6k $943.1k | Added +1.9k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 84.6k $861.6k | Reduced -3.9k |
| Ethos Financial Group, LLC 0.06% of their portfolio | 84.6k $861.2k | Reduced -2.0k |
| TrueMark Investments, LLC 0.16% of their portfolio | 81.6k $830.4k | New |
| Modern Wealth Management, LLC 0.02% of their portfolio | 80.8k $822.6k | Reduced -17.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 66.5k $677.0k | Added +98 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 65.5k $667.2k | Reduced -8.1k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 62.5k $636.7k | Reduced -3.2k |
| Creative Planning 0.00% of their portfolio | 60.1k $611.5k | Added +1 |
| Virtus Investment Advisers, LLC 0.16% of their portfolio | 57.4k $584.5k | Reduced -20.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 54.5k $554.5k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 53.9k $548.0k | Added +936 |
| MELFA WEALTH MANAGEMENT, INC. 0.26% of their portfolio | 44.1k $449.4k | Added +3.2k |
| CITIGROUP INC 0.00% of their portfolio | 43.9k $447.2k | Added +29.6k |
| Keating Financial Advisory Services, Inc. 0.06% of their portfolio | 41.7k $424.7k | First filing |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 40.3k $409.8k | Reduced -8.2k |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 34.5k $351.0k | Reduced -6.1k |
| Advisory Services Network, LLC 0.00% of their portfolio | 33.0k $335.9k | Added +4.5k |
| Equitable Holdings, Inc. 0.00% of their portfolio | 33.0k $335.9k | Added +7.3k |
| Activest Wealth Management 0.06% of their portfolio | 32.8k $334.0k | Added +930 |
| Register Financial Advisors LLC 0.13% of their portfolio | 32.6k $331.5k | Added +1.0k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 28.1k $285.8k | Reduced -83 |
| Cornerstone Wealth Management, LLC 0.01% of their portfolio | 25.0k $254.7k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 24.5k $249.5k | New |
| SeaCrest Wealth Management, LLC 0.03% of their portfolio | 24.4k $249.0k | Reduced -154 |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 23.3k $238.0k | Unchanged |
| Jackson Hole Capital Partners, LLC 0.04% of their portfolio | 22.3k $227.1k | Unchanged |
| KELLEHER FINANCIAL ADVISORS 0.05% of their portfolio | 22.0k $223.7k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 21.1k $214.3k | Added +237 |
| Trek Financial, LLC 0.01% of their portfolio | 20.8k $211.3k | Unchanged |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 20.5k $165.4k | Added +3.6k |
| Sowell Financial Services LLC 0.01% of their portfolio | 19.3k $196.6k | Unchanged |
| Nepsis Inc. 0.06% of their portfolio | 19.2k $195.2k | New |
| StoneX Group Inc. 0.01% of their portfolio | 18.9k $192.7k | New |
| Andina Capital Management, LLC 0.10% of their portfolio | 17.0k $172.9k | Reduced -2.3k |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 16.5k $168.2k | Added +1.2k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 16.4k $167.0k | Unchanged |
| Signal Advisors Wealth, LLC 0.01% of their portfolio | 15.7k $159.3k | Added +151 |
| KFA Private Wealth Group, LLC 0.04% of their portfolio | 15.6k $158.8k | Added +322 |
| Strong Retirement Solutions LLC 0.11% of their portfolio | 15.5k $157.8k | First filing |
| COMERICA BANK 0.00% of their portfolio | 15.3k $155.8k | Added +2.8k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 14.6k $149.0k | Added +228 |
| Astoria Portfolio Advisors LLC. 0.03% of their portfolio | 14.5k $144.2k | Added +1.3k |
| Cape Investment Advisory, Inc. 0.04% of their portfolio | 13.4k $136.5k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 12.6k $128.5k | Reduced -18.5k |
| Stratos Wealth Partners, LTD. 0.00% of their portfolio | 12.4k $126.3k | Reduced -346 |
| DeLarme Wealth Management, Inc. 0.08% of their portfolio | 11.4k $115.7k | First filing |
| HRT FINANCIAL LP 0.00% of their portfolio | 10.3k $104.0k | New |
| MATRIX PRIVATE CAPITAL GROUP LLC 0.05% of their portfolio | 10.0k $101.8k | Reduced -11.0k |
| Darwin Wealth Management, LLC 0.03% of their portfolio | 9.8k $99.5k | Unchanged |
| CKW FINANCIAL GROUP 0.01% of their portfolio | 7.7k $78.0k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio | 7.6k $77.6k | New |
| MTM Investment Management, LLC 0.02% of their portfolio | 6.3k $63.8k | Added +177 |
| Allworth Financial LP 0.00% of their portfolio | 5.5k $56.4k | Reduced -14.3k |
| IFP Advisors, Inc 0.00% of their portfolio | 5.1k $51.8k | Added +2.1k |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.7k $37.9k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 3.0k $30.5k | Reduced -2.0k |
| CoreCap Advisors, LLC 0.00% of their portfolio | 2.8k $28.9k | New |
| N.E.W. Advisory Services LLC 0.00% of their portfolio | 2.2k $21.9k | Added +17 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.7k $17.1k | Reduced -536 |
| CWM, LLC 0.00% of their portfolio | 1.0k $10.0k | Unchanged |
| Financial Gravity Asset Management, Inc. 0.00% of their portfolio | 1.0k $10.2k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 965 $9.8k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 846 $8.6k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 786 $8.0k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 500 $5.1k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 500 $5.1k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 333 $3.4k | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 330 $3.4k | Unchanged |
| Private Wealth Asset Management, LLC 0.00% of their portfolio | 300 $3.1k | Unchanged |
| Private Wealth Management Group, LLC 0.00% of their portfolio | 291 $3.0k | New |
| Caldwell Trust Co 0.00% of their portfolio | 275 $2.8k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 162 $1.6k | New |
| Fourth Dimension Wealth, LLC 0.00% of their portfolio | 133 $1.3k | Reduced -360 |
| Larson Financial Group LLC 0.00% of their portfolio | 56 $571 | Added +1 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 17 $173 | Reduced -11 |