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F.214 Mutual Fund Shares1
   Billions of dollars; quarterly figures are seasonally adjusted annual rates                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
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|Description
2003
2004
2005
2006
2007
2008
2008   Q1
2008   Q2
2008   Q3
2008   Q4
2009   Q1
LineMutual funds mutual fund shares liability
	288.6
	298.2
	260.2
	336.8
	364.7
	29.1
	164.5
	582.1
	-198.6
	-431.5
	-81.0
	1Mutual funds mutual fund shares liability
	288.6
	298.2
	260.2
	336.8
	364.7
	29.1
	164.5
	582.1
	-198.6
	-431.5
	-81.0
	2Households and nonprofit organizations mutual fund share holdings asset
	274.4
	216.4
	228.1
	227.1
	268.6
	-36.3
	69.9
	467.0
	-246.8
	-435.2
	-228.1
	3Nonfarm nonfinancial corporate business mutual fund shares asset
	11.0
	1.4
	6.7
	30.7
	2.0
	-6.8
	-6.8
	-6.8
	-6.8
	-6.8
	-6.8
	4State and local governments, excluding employee retirement funds mutual fund share holdings asset
	-5.2
	-1.3
	0.8
	-1.3
	0.7
	8.0
	13.4
	12.1
	-6.1
	12.7
	27.7
	5Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset
	26.2
	32.7
	32.2
	24.0
	14.0
	1.2
	11.2
	23.6
	-10.2
	-19.7
	1.4
	6U.S.-chartered commercial banks mutual fund shares asset
	-6.2
	-0.9
	-1.8
	3.9
	3.6
	1.3
	-1.0
	-2.2
	-8.8
	17.3
	66.3
	7Credit unions mutual fund share holdings asset
	0.5
	-0.9
	-1.0
	-0.1
	-0.0
	-0.0
	1.5
	-0.1
	-1.5
	0.0
	-1.1
	8Property-casualty insurance companies mutual fund shares asset
	0.7
	0.5
	0.3
	0.5
	-0.5
	0.1
	0.1
	0.1
	0.1
	0.1
	0.1
	9Life insurance companies mutual fund share holdings asset
	0.5
	12.8
	-9.9
	26.9
	31.3
	22.5
	28.0
	28.0
	28.0
	6.0
	8.0
	10Private pension funds mutual fund share holdings asset (form 5500 data)
	-3.8
	36.1
	10.2
	28.6
	50.2
	40.0
	55.2
	56.0
	56.1
	-7.5
	51.7
	11State and local government employee retirement funds mutual fund shares asset
	-9.5
	1.5
	-5.5
	-3.4
	-5.3
	-0.8
	-6.8
	4.4
	-2.5
	1.7
	-0.2
	12
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|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
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