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 2021 2020 Q3 2020 Q4 2021 Q1 2021 Q2 2021 Q3 2021 Q4 Line
Mutual funds; mutual fund shares; liability LM653164205 17659.5 19562.6 22208.7 17749.3 19562.6 20271.3 21459.7 21374.9 22208.7 1
Mutual funds; mutual fund shares; liability LM653164205 17659.5 19562.6 22208.7 17749.3 19562.6 20271.3 21459.7 21374.9 22208.7 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 9958.6 11078.2 12560.5 10027.0 11078.2 11548.7 12154.8 12135.7 12560.5 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 326.4 376.4 433.8 342.8 376.4 390.7 415.3 415.2 433.8 4
State and local governments; mutual fund shares; asset LM213064203 98.9 112.8 127.9 102.2 112.8 116.6 123.4 122.9 127.9 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 61.6 63.4 74.9 55.4 63.4 68.1 72.2 70.4 74.9 6
Credit unions; mutual fund shares; asset LM473064205 3.3 4.8 7.6 4.0 4.8 6.1 6.9 7.3 7.6 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 25.8 29.7 33.1 28.0 29.7 31.0 31.9 31.0 33.1 8
Life insurance companies; mutual fund shares; asset LM543064205 1598.1 1701.3 1843.0 1550.8 1701.3 1731.6 1827.8 1786.2 1843.0 9
Private pension funds; mutual fund shares; asset LM573064205 4307.6 4728.9 5272.3 4315.4 4728.9 4875.6 5132.9 5082.7 5272.3 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 383.0 437.9 469.2 372.5 437.9 428.9 444.3 450.7 469.2 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 896.1 1029.1 1386.5 951.2 1029.1 1074.1 1250.1 1272.7 1386.5 12

NOTES

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