Blackrock Debt Strategies Fund

DSU • XNYS

Blackrock Debt Strategies Fund is a publicly traded company on XNYS. As of Q3 2025, 81 institutional investors hold shares in this company, with total holdings valued at $133.2M. MORGAN STANLEY is the largest holder with a position valued at $42.3M.

Overview

Overview of institutional ownership in DSU as of Q3 2025

All Institutions

Institutions: 81
Value Held: $133.2M
Shares Held: 12.5M
Avg Position: $1.6M
Median Position: $223.0K

Hedge Funds

Hedge Funds: 3
Value Held: $8.7M
Shares Held: 821.8K
Avg Position: $2.9M
Median Position: $2.5M

Biggest Investors

Institutions with the largest positions in DSU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$42.3M 0.00% of portfolio	0.00% 4.0M shares	Q4 2022 Held for 2y 11m	$1.65T
G GUGGENHEIM CAPITAL LLC Institution	-	$16.4M 0.12% of portfolio	0.00% 1.5M shares	Q4 2022 Held for 2y 11m	$13.4B
L LPL Financial LLC Institution	-	$7.7M 0.00% of portfolio	0.00% 723.3K shares	Q4 2022 Held for 2y 11m	$340.07B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$7.1M 0.00% of portfolio	0.00% 671.8K shares	Q4 2022 Held for 2y 11m	$633.08B
OAK HILL ADVISORS LP Hedge Fund•Distressed	Glenn Russell August CEO	$6.1M 1.32% of portfolio	0.00% 578.9K shares	Q4 2022 Held for 2y 11m	$465.4M
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	$5.1M 0.09% of portfolio	0.00% 480.6K shares	Q4 2022 Held for 2y 11m	$5.9B
E Elevated Capital Advisors, LLC RIA/Wealth	Sean Patrick Lee Managing Partner	$4.3M 1.07% of portfolio	0.00% 402.0K shares	Q4 2022 Held for 2y 11m	$398.5M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$4.0M 0.00% of portfolio	0.00% 376.1K shares	Q4 2022 Held for 2y 11m	$1.33T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$3.4M 0.00% of portfolio	0.00% 317.9K shares	Q1 2023 Held for 2y 8m	$433.11B
G GraniteShares Advisors LLC Institution	William John Grant Rhind CEO	$3.0M 1.75% of portfolio	0.00% 285.5K shares	Q1 2023 Held for 2y 8m	$172.8M

Net Capital Flow

Institutional buying and selling activity for DSU in Q3 2025

Traded: +$7.5M
Buyers: 48
Sellers: 26
Total Bought: +$11.6M
Total Sold: −$4.1M
Avg Position: $1.5M

Biggest Buyers

Institution	Net Bought	Current Position
N NewEdge Wealth, LLC Institution	+$2.0M +189.9K shares	$2.0M 189.9K shares
G GUGGENHEIM CAPITAL LLC Institution	+$1.5M +144.4K shares	$16.4M 1.5M shares
MORGAN STANLEY RIA/Wealth	+$1.5M +140.5K shares	$42.3M 4.0M shares
Ausdal Financial Partners, Inc. RIA/Wealth	+$1.2M +114.1K shares	$1.2M 114.1K shares
Cetera Investment Advisers RIA/Wealth	+$844.1K +79.5K shares	$1.3M 124.3K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	+$682.9K +64.3K shares	$2.9M 275.2K shares
AMERIPRISE FINANCIAL INC Institution	+$499.3K +47.0K shares	$3.4M 317.9K shares
L LPL Financial LLC Institution	+$338.7K +31.9K shares	$7.7M 723.3K shares
Activest Wealth Management RIA/Wealth	+$338.6K +31.9K shares	$338.6K 31.9K shares
BANK OF AMERICA CORP /DE/ Institution	+$281.0K +26.5K shares	$4.0M 376.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
M Moloney Securities Asset Management, LLC RIA/Wealth	−$1.4M −137.2K shares	Sold Off 0 shares
MATRIX PRIVATE CAPITAL GROUP LLC RIA/Wealth	−$562.9K −53.0K shares	$223.0K 21.0K shares
J JANE STREET GROUP, LLC Institution	−$400.2K −37.9K shares	Sold Off 0 shares
UBS Group AG Institution	−$340.8K −32.1K shares	$1.3M 120.8K shares
Everstar Asset Management, LLC Hedge Fund•Multi-Strategy	−$252.5K −23.8K shares	$115.0K 10.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$233.6K −22.0K shares	$2.7M 250.0K shares
Wall Street Access Asset Management, LLC RIA/Wealth	−$221.4K −21.0K shares	Sold Off 0 shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	−$201.0K −19.0K shares	Sold Off 0 shares
Focused Wealth Management, Inc RIA/Wealth	−$132.7K −12.6K shares	Sold Off 0 shares
E Elevated Capital Advisors, LLC RIA/Wealth	−$123.3K −11.6K shares	$4.3M 402.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DSU in Q3 2025

New Positions: 12
New Value: $4.0M
Exited Positions: 10
Exited Value: $2.4M

New Positions

Institution	Position Value
N NewEdge Wealth, LLC Institution	$2.0M 189.9K shares
Ausdal Financial Partners, Inc. RIA/Wealth	$1.2M 114.1K shares
A Andina Capital Management, LLC Institution	$204.5K 19.3K shares
Pensionmark Financial Group, LLC Pension/Endowment	$197.3K 18.6K shares
Signal Advisors Wealth, LLC RIA/Wealth	$164.6K 15.5K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$162.9K 15.3K shares
C COMERICA BANK Institution	$132.8K 12.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	$5.3K 500.0 shares
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth	$5.3K 500.0 shares
Private Wealth Asset Management, LLC RIA/Wealth	$3.2K 300.0 shares

Exited Positions

Institution	Previous Position
M Moloney Securities Asset Management, LLC RIA/Wealth	$1.4M 137.2K shares
J JANE STREET GROUP, LLC Institution	$400.2K 37.9K shares
Wall Street Access Asset Management, LLC RIA/Wealth	$221.4K 21.0K shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$201.0K 19.0K shares
Focused Wealth Management, Inc RIA/Wealth	$132.7K 12.6K shares
Decker Retirement Planning Inc. RIA/Wealth	$2.6K 250.0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$2.3K 219.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	$1.2K 109.0 shares
COHEN & STEERS INC Institution	- 10.0K shares
V Virtu Financial LLC Institution	- 16.0K shares

Options Activity

Institutions with the largest Call and Put options positions in DSU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DSU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GraniteShares Advisors LLC Institution	William John Grant Rhind CEO	1.75% $3.0M	0.00% 285.5K shares	Q1 2023 Held for 2y 8m	$172.8M
Smith Asset Management Co., LLC RIA/Wealth	Benjamin Larry Smith President	1.66% $1.9M	0.00% 183.2K shares	Q4 2024 Held for 11 months	$117.4M
OAK HILL ADVISORS LP Hedge Fund•Distressed	Glenn Russell August CEO	1.32% $6.1M	0.00% 578.9K shares	Q4 2022 Held for 2y 11m	$465.4M
E Elevated Capital Advisors, LLC RIA/Wealth	Sean Patrick Lee Managing Partner	1.07% $4.3M	0.00% 402.0K shares	Q4 2022 Held for 2y 11m	$398.5M
W Whipplewood Advisors, LLC RIA/Wealth	Mona Lynn Feeley Member	0.68% $1.0M	0.00% 96.7K shares	Q4 2024 Held for 11 months	$152.0M
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth	Christopher L Wayne CEO	0.26% $434.5K	0.00% 40.9K shares	Q4 2022 Held for 2y 11m	$169.9M
V Virtus Investment Advisers, Inc. Institution	Jennifer Seymour Fromm President	0.24% $830.8K	0.00% 78.2K shares	Q1 2025 Held for 8 months	$348.7M
Strategic Wealth Partners, Ltd. RIA/Wealth	Nathan Michael Fischer CIO	0.22% $2.9M	0.00% 275.2K shares	Q2 2025 Held for 5 months	$1.3B
Register Financial Advisors LLC RIA/Wealth	George Robert Register CEO	0.13% $335.2K	0.00% 31.6K shares	Q2 2024 Held for 1y 5m	$254.0M
G GUGGENHEIM CAPITAL LLC Institution	-	0.12% $16.4M	0.00% 1.5M shares	Q4 2022 Held for 2y 11m	$13.4B

Hedge Fund Spotlight

Discover hedge funds investing in DSU

Everstar Asset Management, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerLee Christopher Larson

Portfolio Value: $176.3M
Positions: 189
Last Reported: Q3 2025

Sector Allocation

Position in Blackrock Debt Strategies Fund

Market Value: $115.0K
Shares Held: 10.8K
Portfolio Weight: 0.07%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$9.9M	5.59%
2 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$8.7M	4.96%
3 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$7.9M	4.49%