Ray Dalio's Bridgewater Associates significantly increased its investment in the iShares Core S&P 500 ETF (IVV) during the second quarter of 2026. According to regulatory filings, the influential macro fund purchased an estimated $242 million worth of the ETF, boosting its total shares by 12% to 3 million. This change increased the value of its holding to $2.25 billion as of June 30.
Investors monitor 13F filings for insights, but it's important to remember these reports are delayed and reflect positions held at the end of the previous quarter. The IVV holding, along with a similarly large position in the SPDR S&P 500 ETF (SPY), now represents Bridgewater's top two allocations, collectively valued at over $6.2 billion and making up a significant portion of its reported portfolio.