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 2018 2019 2020 2021 2021 Q1 2021 Q2 2021 Q3 2021 Q4 2022 Q1 Line
Mutual funds; mutual fund shares; liability FA653164205 -63.8 208.3 -224.8 222.4 364.2 175.1 314.1 36.4 -436.6 1
Mutual funds; mutual fund shares; liability FA653164205 -63.8 208.3 -224.8 222.4 364.2 175.1 314.1 36.4 -436.6 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 18.7 312.6 -42.5 345.3 493.8 93.2 317.2 476.9 -477.3 3
Nonfinancial corporate business; mutual fund shares; asset FA103064203 -9.0 5.3 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 -5.9 -2.1 -0.8 0.0 0.0 0.0 0.0 0.0 0.0 6
Credit unions; mutual fund shares; asset FA473064205 0.4 0.3 0.9 1.6 4.5 2.0 2.1 -2.1 2.6 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset FA513064205 -1.1 0.1 0.9 -1.0 1.1 -5.7 -2.8 3.5 1.5 8
Life insurance companies; mutual fund shares; asset FA543064205 -87.0 -86.6 -99.2 -136.1 -112.5 -209.5 -124.1 -98.5 -119.7 9
Private pension funds; mutual fund shares; asset FA573064205 -9.0 33.7 -113.4 -43.3 -4.6 -77.4 -53.7 -37.6 -121.0 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 -0.7 -3.3 8.8 -161.6 -82.4 -32.9 43.5 -574.7 -13.2 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 28.7 -53.0 8.5 205.8 52.4 393.7 120.0 257.0 278.8 12

NOTES

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