|Skip to ContentRelease Date: December 11, 2008Release dates | 
 Coded tables | 
 Historical dataCurrent release | 
 Screen reader | 
 PDF (450 KB)
F.214 Mutual Fund Shares1
   Billions of dollars; quarterly figures are seasonally adjusted annual rates                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
|Description
2004
2005
2006
2007
2007   Q1
2007   Q2
2007   Q3
2007   Q4
2008   Q1
2008   Q2
2008   Q3
LineMutual funds mutual fund shares liability
	298.2
	260.2
	336.8
	365.1
	485.8
	521.5
	258.0
	194.9
	157.4
	582.0
	-206.0
	1Mutual funds mutual fund shares liability
	298.2
	260.2
	336.8
	365.1
	485.8
	521.5
	258.0
	194.9
	157.4
	582.0
	-206.0
	2Households and nonprofit organizations mutual fund share holdings asset
	216.4
	228.1
	209.6
	270.1
	390.5
	423.6
	158.2
	108.3
	59.1
	474.0
	-250.6
	3Nonfarm nonfinancial corporate business mutual fund shares asset
	1.4
	6.7
	30.7
	9.4
	9.4
	9.4
	9.4
	9.4
	9.4
	9.4
	9.4
	4State and local governments, excluding employee retirement funds mutual fund share holdings asset
	-1.3
	0.8
	-1.3
	0.7
	0.4
	-4.6
	0.7
	6.4
	13.4
	12.1
	-6.1
	5Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset
	32.7
	32.2
	24.0
	14.0
	21.7
	19.2
	8.6
	6.4
	10.9
	23.6
	-10.5
	6U.S.-chartered commercial banks mutual fund shares asset
	-0.9
	-1.8
	3.9
	3.6
	-9.5
	3.6
	14.2
	6.2
	-1.0
	-2.2
	-9.0
	7Credit unions mutual fund share holdings asset
	-0.9
	-1.0
	-0.1
	-0.0
	0.4
	-1.1
	0.1
	0.5
	1.5
	-0.1
	-1.5
	8Property-casualty insurance companies mutual fund shares asset
	0.5
	0.3
	0.5
	-0.5
	-0.5
	-0.5
	-0.5
	-0.5
	0.1
	0.1
	0.1
	9Life insurance companies mutual fund share holdings asset
	12.8
	-9.9
	26.9
	31.3
	31.3
	31.3
	31.3
	31.3
	28.0
	28.0
	28.0
	10Private pension funds mutual fund share holdings asset (form 5500 data)
	36.1
	10.2
	41.4
	39.2
	45.2
	37.3
	46.8
	27.6
	42.3
	34.9
	36.3
	11State and local government employee retirement funds mutual fund shares asset
	1.5
	-5.5
	1.3
	-2.8
	-3.2
	3.4
	-10.7
	-0.7
	-6.2
	2.3
	-2.2
	12
|
|Mutual funds mutual fund shares liability                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
|Mutual funds mutual fund shares liability                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
|Households and nonprofit organizations mutual fund share holdings asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
|Nonfarm nonfinancial corporate business mutual fund shares asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
|State and local governments, excluding employee retirement funds mutual fund share holdings asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
|Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
|U.S.-chartered commercial banks mutual fund shares asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
|Credit unions mutual fund share holdings asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
|Property-casualty insurance companies mutual fund shares asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
|Life insurance companies mutual fund share holdings asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
|Private pension funds mutual fund share holdings asset (form 5500 data)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
|State and local government employee retirement funds mutual fund shares asset                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
|FOOTNOTES    

1. Shares of open-end investment companies; excludes shares of money market mutual funds, exchange-traded funds, and funding vehicles for variable annuities. Return to text
Release dates | 
Coded tables | 
Historical dataCurrent release | 
Screen reader | 
PDF (450 KB)

Statistical releasesHome | Economic research and
dataAccessibility | Contact Us Last update: December 11, 2008