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 2020 2021 2021 Q1 2021 Q2 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 Line
Mutual funds; mutual fund shares; liability LM653164205 19562.6 22208.8 20271.3 21459.7 21374.9 22208.8 20698.1 17759.6 16617.5 1
Mutual funds; mutual fund shares; liability LM653164205 19562.6 22208.8 20271.3 21459.7 21374.9 22208.8 20698.1 17759.6 16617.5 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 10960.1 12755.8 11421.3 12032.2 12008.3 12755.8 11781.2 9962.2 9297.9 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 376.7 446.6 394.2 422.1 425.0 446.6 424.1 375.4 360.3 4
State and local governments; mutual fund shares; asset LM213064203 112.8 128.0 116.6 123.4 123.0 128.0 120.2 105.1 99.5 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 11.5 14.9 12.3 15.0 11.6 14.9 13.1 11.0 12.2 6
Credit unions; mutual fund shares; asset LM473064205 4.8 7.1 6.1 6.9 7.4 7.1 7.4 5.7 5.8 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 29.7 36.2 31.7 33.3 33.1 36.2 34.2 27.2 26.4 8
Life insurance companies; mutual fund shares; asset LM543064205 1701.3 1842.9 1731.5 1827.6 1785.8 1842.9 1694.8 1444.2 1353.9 9
Private pension funds; mutual fund shares; asset LM573064205 4917.5 5500.8 5072.4 5345.5 5297.7 5500.8 5147.6 4453.5 4183.7 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 423.9 314.4 416.8 430.0 437.7 314.4 309.7 262.1 215.3 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 1024.3 1162.0 1068.4 1223.8 1245.4 1162.0 1165.7 1113.3 1062.5 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: December 9, 2022