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 2021 2020 Q3 2020 Q4 2021 Q1 2021 Q2 2021 Q3 2021 Q4 Line
Mutual funds; mutual fund shares; liability FA653164205 208.3 -224.8 228.5 108.4 150.3 364.2 175.1 309.8 65.0 1
Mutual funds; mutual fund shares; liability FA653164205 208.3 -224.8 228.5 108.4 150.3 364.2 175.1 309.8 65.0 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 312.6 -43.0 196.8 309.3 286.3 504.8 30.8 320.4 -69.0 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 0.0 -0.2 -0.1 0.0 0.0 0.0 0.0 6
Credit unions; mutual fund shares; asset FA473064205 0.3 0.9 2.1 0.3 1.3 4.5 2.0 2.0 -0.2 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset FA513064205 0.1 0.8 -2.5 5.2 -4.6 1.3 -5.8 -2.8 -2.6 8
Life insurance companies; mutual fund shares; asset FA543064205 -86.6 -99.2 -135.9 -97.6 -84.4 -112.5 -209.5 -124.1 -97.4 9
Private pension funds; mutual fund shares; asset FA573064205 21.9 -112.4 -46.3 -99.9 -98.9 -6.5 -79.8 -59.7 -39.4 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 8.5 8.7 -22.4 -11.2 108.5 -91.8 -37.5 38.0 1.4 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 -53.0 8.4 225.0 -9.4 -69.7 52.4 463.1 124.2 260.4 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 10, 2022