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 2018 2019 2020 2021 2021 Q1 2021 Q2 2021 Q3 2021 Q4 2022 Q1 Line
Mutual funds; mutual fund shares; liability LM653164205 14669.8 17659.5 19562.6 22208.8 20271.3 21459.7 21374.9 22208.8 20699.0 1
Mutual funds; mutual fund shares; liability LM653164205 14669.8 17659.5 19562.6 22208.8 20271.3 21459.7 21374.9 22208.8 20699.0 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 7999.6 9958.6 11078.5 12711.4 11545.6 12166.6 12145.5 12711.4 11792.5 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 269.9 326.4 376.4 433.9 390.8 415.3 415.1 433.9 409.0 4
State and local governments; mutual fund shares; asset LM213064203 82.2 98.9 112.8 127.9 116.6 123.4 122.9 127.9 120.1 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 52.1 61.6 63.4 74.9 68.1 72.2 70.4 74.9 72.7 6
Credit unions; mutual fund shares; asset LM473064205 2.5 3.3 4.8 7.1 6.1 6.9 7.4 7.1 7.3 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 21.3 25.8 29.7 36.2 31.7 33.3 33.1 36.2 34.2 8
Life insurance companies; mutual fund shares; asset LM543064205 1401.7 1598.1 1701.3 1842.9 1731.5 1827.6 1785.8 1842.9 1695.0 9
Private pension funds; mutual fund shares; asset LM573064205 3594.6 4320.0 4742.7 5292.9 4890.3 5149.2 5100.1 5292.9 4926.8 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 446.9 370.6 423.9 314.4 416.7 432.4 440.3 314.4 291.0 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 799.0 896.1 1029.1 1367.2 1074.1 1232.8 1254.4 1367.2 1350.3 12

NOTES

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