BlackRock Advantage Small Cap Core Fund Institutional Shares
BDSIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 100 Bellevue Parkway Wilmington DE United States of America 19809
- IPO Date
- Mar 15, 2013
- CIK
- 0000844779
- Website
- blackrock.com
- Similar Companies
- Business
- BlackRock Advantage Small Cap Core Fund Institutional Shares (BDSIX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets plus any borrowings for investment purposes in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000 Index; it primarily buys common stocks of small-cap companies and may also invest in preferred stocks, convertible securities, and shares of exchange-traded funds. The fund employs a technology-driven systematic active equity investment process powered by innovation, focusing on small-blend strategies with holdings across sectors such as technology (17.97%), financial services (17.24%), healthcare (16.03%), industrials (14.36%), and consumer cyclical (10.18%); top holdings as of recent filings include CubeSmart, Credo Technology Group Holding Ltd, ExlService Holdings Inc, Bloom Energy Corp, and Pinnacle Financial Partners Inc, with approximately 807 holdings and total net assets of around $4.1 billion. Launched on March 14, 2013, with the institutional share class (BDSIX) commencing on March 13, 2013, the fund is domiciled in the United States, available primarily to U.S. institutional investors with a minimum initial investment of $2 million, and managed by a team led by Travis Cooke (since inception), alongside Richard Mathieson and Raffaele Savi (since 2017); it maintains a net expense ratio of 0.50% and is part of BlackRock's broader active equity platform headquartered in New York. The fund does not pursue a sustainable, impact, or ESG investment strategy. As part of BlackRock's 2017 strategic shake-up of its equity investment platform, the Advantage Small Cap Core Fund was introduced within the new "Advantage" series of core alpha products to deliver market returns plus consistent alpha using human-and-machine integration, data science via the Aladdin platform, and enhanced collaboration across quantitative and fundamental teams; this repositioning affected approximately $30 billion in assets under management without impacting non-U.S. products. Recent portfolio adjustments include new positions in First Hawaiian Inc, Urban Edge Properties, The Hanover Insurance Group Inc, NETSTREIT Corp, and Amplitude Inc, alongside reductions in holdings like Century Aluminum Co, reflecting ongoing active management amid small-cap market dynamics as of mid-2025 filings. The fund continues to operate within BlackRock's Systematic Equities team, leveraging cutting-edge analytics for insights into established small-cap companies.