F.226 Mutual Fund Shares (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates
Description Series code 2022 2023 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 Line
Mutual funds; mutual fund shares; liability FA653164205 -800.5 -310 -148.8 -326.6 -305.6 -459 72.3 -357.7 -283.9 1
Mutual funds; mutual fund shares; liability FA653164205 -800.5 -310 -148.8 -326.6 -305.6 -459 72.3 -357.7 -283.9 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 -703.4 -148.7 -123.5 71.5 -240.1 -302.6 572.8 -201.4 24.5 3
Nonfinancial corporate business; mutual fund shares; asset FA103064203 -19.7 -40.9 -40.9 -40.9 -40.9 -40.9 -40.9 -40.9 -40.9 4
State and local governments; mutual fund shares; asset FA213064203 16.6 -3.2 -0.8 -8.2 8.3 -12 -15.5 5.4 1.2 5
U.S.-chartered depository institutions; mutual fund shares; asset FA763064203 -2.3 -1 -1.7 2 -3.8 -0.6 -2.2 15.8 -19.9 6
Credit unions; mutual fund shares; asset FA473064205 -1.4 -0.8 -1.7 -0.8 -1.6 0.7 -1.8 0.3 -2.6 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset FA513064205 -0.6 -1.9 -5.9 -0.4 -1.5 0.2 -2 -4.2 -0.2 8
Life insurance companies; mutual fund shares; asset FA543064205 -88.3 -110.2 -129.2 -113.7 -113 -85 -134.1 -141.5 -181.9 9
Private pension funds; mutual fund shares; asset FA573064205 -74.5 -2.7 41.4 -87.5 -17.9 53.2 -42.7 -89.3 -108 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 -47.5 22.5 217.5 -94.7 -28.5 -4.4 -139.9 -4.6 -46.5 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 120.5 -23.1 -104.1 -54 133.3 -67.6 -121.4 102.7 90.4 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: December 12, 2024