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 2020 2020 Q1 2020 Q2 2020 Q3 2020 Q4 2021 Q1 2021 Q2 Line
Mutual funds; mutual fund shares; liability LM653164205 14669.8 17659.5 19562.6 14543.1 16776.1 17749.3 19562.6 20271.3 21459.7 1
Mutual funds; mutual fund shares; liability LM653164205 14669.8 17659.5 19562.6 14543.1 16776.1 17749.3 19562.6 20271.3 21459.7 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 7998.8 9966.1 11074.8 8143.8 9433.1 10025.6 11074.8 11553.9 12290.4 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 269.9 326.4 376.4 276.9 321.6 342.8 376.4 390.7 415.3 4
State and local governments; mutual fund shares; asset LM213064203 82.2 98.9 112.8 83.4 96.4 102.2 112.8 116.6 123.4 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 52.1 61.6 63.4 45.6 51.9 55.4 63.4 68.1 72.2 6
Credit unions; mutual fund shares; asset LM473064205 2.5 3.3 4.8 3.2 3.8 4.0 4.8 6.1 6.9 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 21.3 25.8 29.7 21.8 25.6 28.0 29.7 31.0 31.9 8
Life insurance companies; mutual fund shares; asset LM543064205 1402.5 1599.0 1702.1 1300.3 1487.1 1551.6 1702.1 1732.4 1794.2 9
Private pension funds; mutual fund shares; asset LM573064205 3594.6 4307.6 4723.9 3567.9 4100.2 4315.7 4723.9 4871.2 5135.7 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 446.9 374.6 445.4 305.7 354.9 372.7 445.4 418.1 438.6 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 799.0 896.1 1029.4 794.6 901.6 951.3 1029.4 1083.2 1151.0 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: September 23, 2021