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 2019 2020 2020 Q1 2020 Q2 2020 Q3 2020 Q4 2021 Q1 2021 Q2 2021 Q3 Line
Mutual funds; mutual fund shares; liability LM653164205 17659.5 19562.6 14543.1 16776.1 17749.3 19562.6 20271.3 21459.7 21374.9 1
Mutual funds; mutual fund shares; liability LM653164205 17659.5 19562.6 14543.1 16776.1 17749.3 19562.6 20271.3 21459.7 21374.9 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 9966.1 11074.9 8143.8 9433.1 10025.6 11074.9 11567.8 12265.6 12233.5 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 326.4 376.4 276.9 321.6 342.8 376.4 390.7 415.3 415.2 4
State and local governments; mutual fund shares; asset LM213064203 98.9 112.8 83.4 96.4 102.2 112.8 116.6 123.4 122.9 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 61.6 63.4 45.6 51.9 55.4 63.4 68.1 72.2 70.4 6
Credit unions; mutual fund shares; asset LM473064205 3.3 4.8 3.2 3.8 4.0 4.8 6.1 6.9 7.3 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 25.8 29.7 21.8 25.6 28.0 29.7 31.0 31.9 31.0 8
Life insurance companies; mutual fund shares; asset LM543064205 1599.0 1702.1 1300.3 1487.1 1551.6 1702.1 1732.4 1827.3 1785.7 9
Private pension funds; mutual fund shares; asset LM573064205 4307.6 4723.8 3567.8 4100.1 4315.7 4723.8 4870.4 5127.8 5083.0 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 374.7 445.5 305.7 355.0 372.8 445.5 413.7 443.0 440.1 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 896.1 1029.2 794.6 901.6 951.3 1029.2 1074.6 1146.4 1185.7 12

NOTES

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