Financial Accounts of the United States - Z.1

L.224 Mutual Fund Shares (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2018 2019 2019 Q1 2019 Q2 2019 Q3 2019 Q4 2020 Q1 2020 Q2 2020 Q3 Line
Mutual funds; mutual fund shares; liability LM653164205 14669.8 17659.5 16179.6 16669.6 16694.7 17659.5 14543.1 16776.1 17749.3 1
Mutual funds; mutual fund shares; liability LM653164205 14669.8 17659.5 16179.6 16669.6 16694.7 17659.5 14543.1 16776.1 17749.3 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 8005.8 10049.7 9011.4 9340.4 9386.1 10049.7 8221.7 9535.1 10103.8 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 270.9 327.3 298.4 308.2 309.8 327.3 276.2 319.4 339.1 4
State and local governments; mutual fund shares; asset LM213064203 75.9 91.5 83.6 86.2 86.6 91.5 77.2 89.2 94.6 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 52.1 61.6 56.7 58.3 58.0 61.6 45.6 51.9 55.4 6
Credit unions; mutual fund shares; asset LM473064205 2.5 3.3 3.0 3.3 3.2 3.3 3.2 3.8 4.0 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 21.3 25.8 23.2 25.1 25.8 25.8 22.0 26.4 29.4 8
Life insurance companies; mutual fund shares; asset LM543064205 1402.7 1599.4 1527.6 1551.1 1533.7 1599.4 1301.0 1488.1 1552.9 9
Private pension funds; mutual fund shares; asset LM573064205 3594.4 4239.3 3944.4 4064.5 4040.8 4239.3 3519.0 4039.4 4253.9 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 445.0 367.8 322.5 357.6 383.3 367.8 298.1 372.7 395.9 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 799.0 893.9 909.0 874.9 867.4 893.9 779.0 850.2 920.2 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: December 10, 2020