Federal Reserve Statistical Release, Z.1,
 Flow of Funds Accounts of the United States; title with eagle logo links to Statistical Release home page

Release Date: June 11, 2009
Release dates | Coded tables | Historical data
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L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted

Description
2002
2003
2004
2005
2006
2007
2008
Q1
2008
Q2
2008
Q3
2008
Q4
2009
Q1

Line
Mutual funds mutual fund shares liability 3638.4 4654.2 5436.3 6048.9 7068.3 7829.0 7336.4 7412.3 6614.3 5435.3 5158.8 1
Mutual funds mutual fund shares liability 3638.4 4654.2 5436.3 6048.9 7068.3 7829.0 7336.4 7412.3 6614.3 5435.3 5158.8 2
Households and nonprofit organizations mutual fund share holdings asset 2218.4 2904.3 3417.4 3839.3 4410.2 4880.9 4616.5 4699.9 4128.4 3447.4 3304.9 3
Nonfarm nonfinancial corporate business mutual fund shares asset 95.8 125.9 140.5 156.3 204.0 217.5 200.2 196.7 175.5 143.3 134.1 4
State and local governments, excluding employee retirement funds mutual fund share holdings asset 24.3 25.9 27.5 29.6 32.5 34.5 34.4 36.7 31.8 27.5 31.5 5
Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset 98.0 146.1 195.8 242.0 294.1 324.5 304.1 307.3 274.2 225.3 213.8 6
U.S.-chartered commercial banks mutual fund shares asset 19.6 17.1 18.1 17.4 24.5 29.6 26.4 25.5 20.0 19.6 33.5 7
Credit unions mutual fund share holdings asset 3.5 4.1 3.1 2.2 2.1 2.1 2.4 2.4 2.0 2.0 1.8 8
Property-casualty insurance companies mutual fund shares asset 3.0 4.3 5.2 5.7 6.9 6.8 6.3 6.3 5.9 4.5 4.2 9
Life insurance companies mutual fund share holdings asset 76.6 91.7 114.4 109.0 148.8 188.4 181.9 187.8 181.6 154.9 146.0 10
Private pension funds mutual fund share holdings asset (form 5500 data) 931.9 1126.9 1278.2 1399.0 1657.6 1848.3 1698.8 1688.9 1558.8 1229.5 1127.3 11
State and local government employee retirement funds mutual fund shares asset 167.4 207.9 235.9 248.4 287.5 296.4 265.2 260.7 236.1 181.1 161.6 12

  FOOTNOTES
  1.  Shares of open-end investment companies; excludes shares of money market mutual funds, exchange-traded funds, and funding vehicles for variable annuities. Return to text


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Current release | Screen reader | PDF (450 KB)

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