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: September 17, 2009
Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted

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

Line
Mutual funds mutual fund shares liability 4654.2 5436.3 6048.9 7068.3 7829.0 7336.4 7412.3 6614.3 5435.3 5107.8 5888.1 1
Mutual funds mutual fund shares liability 4654.2 5436.3 6048.9 7068.3 7829.0 7336.4 7412.3 6614.3 5435.3 5107.8 5888.1 2
Households and nonprofit organizations mutual fund share holdings asset 2904.3 3417.4 3839.3 4387.6 4832.0 4575.2 4662.8 4111.1 3444.7 3254.7 3740.5 3
Nonfarm nonfinancial corporate business mutual fund shares asset 125.9 140.5 156.3 204.0 217.5 200.2 196.7 175.4 143.3 132.9 146.7 4
State and local governments, excluding employee retirement funds mutual fund share holdings asset 25.9 27.5 29.6 32.5 34.5 34.4 36.7 31.8 27.5 31.5 37.4 5
Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset 146.1 195.8 242.0 316.8 373.5 352.0 357.3 318.8 262.0 246.2 283.8 6
U.S.-chartered commercial banks mutual fund shares asset 17.1 18.1 17.4 24.5 29.6 26.4 25.5 20.0 19.6 33.5 36.0 7
Credit unions mutual fund share holdings asset 4.1 3.1 2.2 2.1 2.1 2.4 2.4 2.0 2.0 1.8 1.8 8
Property-casualty insurance companies mutual fund shares asset 4.3 5.2 5.7 6.9 6.8 6.3 6.3 5.6 4.4 4.2 4.6 9
Life insurance companies mutual fund share holdings asset 91.7 114.4 109.0 148.8 188.4 175.0 174.9 154.6 121.0 113.7 123.8 10
Private pension funds mutual fund share holdings asset (form 5500 data) 1126.9 1278.2 1399.0 1657.6 1848.3 1699.1 1688.9 1558.8 1229.5 1127.3 1325.2 11
State and local government employee retirement funds mutual fund shares asset 207.9 235.9 248.4 287.5 296.4 265.2 260.7 236.1 181.1 162.0 188.4 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


Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

Statistical releases