Financial Accounts of the United States - Z.1

F.224 Mutual Fund Shares (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates
Description Series code 2019 2020 2020 Q1 2020 Q2 2020 Q3 2020 Q4 2021 Q1 2021 Q2 2021 Q3 Line
Mutual funds; mutual fund shares; liability FA653164205 208.0 -226.8 -1223.7 61.4 106.2 149.0 364.0 169.4 294.7 1
Mutual funds; mutual fund shares; liability FA653164205 208.0 -226.8 -1223.7 61.4 106.2 149.0 364.0 169.4 294.7 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 320.9 -59.4 -1036.8 229.1 309.9 260.1 595.1 389.3 258.3 3
Nonfinancial corporate business; mutual fund shares; asset FA103064203 5.3 10.6 10.6 10.6 10.6 10.6 10.6 10.6 10.6 4
State and local governments; mutual fund shares; asset FA213064203 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 5
U.S.-chartered depository institutions; mutual fund shares; asset FA763064203 -2.1 -0.8 0.1 -2.9 -0.2 -0.1 0.0 0.0 0.0 6
Credit unions; mutual fund shares; asset FA473064205 0.3 0.9 1.8 0.2 0.3 1.3 4.5 2.0 1.9 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset FA513064205 0.1 0.8 1.7 1.0 5.2 -4.6 1.3 -5.8 -2.8 8
Life insurance companies; mutual fund shares; asset FA543064205 -86.7 -99.3 -153.5 -61.3 -97.7 -84.5 -112.5 -215.2 -121.4 9
Private pension funds; mutual fund shares; asset FA573064205 21.9 -113.4 -183.5 -67.5 -99.9 -102.6 -6.5 -79.9 -41.1 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 0.1 24.0 -32.7 5.8 -14.1 137.2 -183.7 21.4 0.6 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 -53.0 8.5 167.5 -54.8 -9.0 -69.7 53.9 45.8 187.5 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: December 9, 2021