F.226 Mutual fund shares1

Billions of dollars; quarterly figures are seasonally adjusted annual rates

Line Description Series 2023 2024 2025 2024:Q3 2024:Q4 2025:Q1 2025:Q2 2025:Q3 2025:Q4
Line 1 Net issues FA653164205 -310.8 -168.8 -777.8 -250.4 -138.2 -479.5 -618.5 -1529.4 -483.7
Line 2 Net purchases FA653164205 -310.8 -168.8 -777.8 -250.4 -138.2 -479.5 -618.5 -1529.4 -483.7
Line 3 Household sector FA153064205 -209.4 3.1 -189.8 -24.7 -118.5 -242.0 33.3 -222.5 -328.1
Line 4 Nonfinancial corporate business FA103064203 -41.1 41.9 41.9 41.9 41.9 41.9 41.9 41.9 41.9
Line 5 State and local governments FA213064203 -4.4 -4.4 -5.0 -1.8 -2.9 14.3 -24.6 -2.6 -7.1
Line 6 U.S.-chartered depository institutions FA763064203 -1.0 -0.6 1.4 -19.9 4.0 7.7 2.8 2.1 -7.1
Line 7 Credit unions FA473064205 -0.8 -0.9 0.1 -2.6 0.3 -0.1 -0.0 0.1 0.6
Line 8 Property-casualty insurance companies FA513064205 -1.3 -0.8 -1.9 -0.4 2.5 -4.3 -3.4 -1.3 1.5
Line 9 Life insurance companies FA543064205 -110.6 -128.6 -132.0 -145.3 -93.7 -166.1 -143.2 -126.0 -92.5
Line 10 Private pension funds FA573064205 61.0 -147.1 -561.4 -203.6 -185.1 -240.3 -356.8 -1300.3 -348.1
Line 11 State and local govt. pension funds FA223064205 15.0 -34.4 -0.8 -20.0 -1.0 -1.1 65.8 -61.6 -6.2
Line 12 Rest of the world FA263064203 -18.2 102.9 69.7 126.1 214.2 110.7 -234.2 140.9 261.6

Note:

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.

Last Update: 2026-03-19