OECD Institutional Investors Statistics 2017
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OECD Institutional Investors Statistics 2017

Institutional investors (investment funds, insurance companies and pension funds) are major collectors of savings and suppliers of funds to financial markets. Their role as financial intermediaries and their impact on investment strategies have grown significantly over recent years along with deregulation and globalisation of financial markets.
This publication provides a unique set of statistics that reflect the level and structure of the financial assets and liabilities of institutional investors in the OECD countries (with the exception of Australia), and in Lithuania and the Russian Federation. Concepts and definitions are predominantly based on the System of National Accounts. Data are derived from national sources.

Data include outstanding amounts of financial assets and liabilities such as currency and deposits, securities, loans, and shares. When relevant, they are further broken down according to maturity and residency. The publication covers investment funds, of which open-end companies and closed-end companies, as well as insurance corporations and autonomous pension funds. Indicators are presented as percentages of GDP allowing for international comparisons, and at country level, both in national currency and as percentages of total financial assets of the investor. Time series display available data for the last eight years.

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Table 2 – Financial assets and liabilities of investment funds: United States You or your institution have access to this content

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OECD Institutional Investors Statistics 2017 - © OECD 2017

United States
‌2Financial assets and liabilities of investment funds
Billion USD
‌‌
‌2009‌
‌2010‌
‌2011‌
‌2012‌
‌2013‌
‌2014‌
‌2015‌
‌2016‌
Investment funds
 
 
 
 
 
 
 
 
Financial net worth
-227
 
-222
 
-221
 
-224
 
-264
 
-297
 
-337
 
-328
 
Financial assets
12 375
 
13 366
 
13 356
 
15 252
 
17 667
 
18 864
 
18 672
 
19 798
 
Currency and deposits
726
 
616
 
503
 
540
 
585
 
582
 
499
 
215
 
Debt securities
4 907
 
5 062
 
5 456
 
6 147
 
5 980
 
6 124
 
6 186
 
6 662
 
Loans
654
 
649
 
706
 
787
 
946
 
1 150
 
1 138
 
1 266
 
Equity and investment fund shares
5 777
 
6 722
 
6 360
 
7 372
 
9 706
 
10 539
 
10 436
 
11 205
 
Equity
5 777
 
6 722
 
6 360
 
7 372
 
9 706
 
10 539
 
10 436
 
11 205
 
Investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
311
 
316
 
331
 
407
 
451
 
469
 
413
 
450
 
Financial liabilities
12 603
 
13 587
 
13 577
 
15 475
 
17 931
 
19 160
 
19 009
 
20 126
 
Debt securities
144
 
145
 
153
 
179
 
355
 
403
 
396
 
416
 
Short-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
144
 
145
 
153
 
179
 
355
 
403
 
396
 
416
 
Loans
286
 
315
 
431
 
542
 
497
 
536
 
520
 
484
 
Short-term loans
111
 
139
 
241
 
348
 
282
 
304
 
284
 
256
 
Long-term loans
175
 
176
 
190
 
194
 
214
 
231
 
235
 
228
 
Equity and investment fund shares
12 113
 
13 063
 
12 923
 
14 657
 
17 005
 
18 139
 
18 013
 
19 130
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
60
 
64
 
71
 
96
 
74
 
82
 
80
 
96
 
Non-financial assets
227
 
222
 
221
 
224
 
264
 
297
 
337
 
328
 
Money market funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial assets
3 316
 
2 804
 
2 691
 
2 693
 
2 718
 
2 725
 
2 755
 
2 728
 
Currency and deposits
695
 
591
 
475
 
504
 
551
 
544
 
464
 
178
 
Debt securities
2 103
 
1 700
 
1 692
 
1 605
 
1 634
 
1 510
 
1 582
 
1 746
 
Loans
490
 
489
 
501
 
555
 
502
 
654
 
699
 
800
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
27
 
24
 
23
 
29
 
32
 
17
 
10
 
4
 
Financial liabilities
3 316
 
2 804
 
2 691
 
2 693
 
2 718
 
2 725
 
2 755
 
2 728
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
3 316
 
2 804
 
2 691
 
2 693
 
2 718
 
2 725
 
2 755
 
2 728
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-money market funds
 
 
 
 
 
 
 
 
Financial net worth
-227
 
-222
 
-221
 
-224
 
-264
 
-297
 
-337
 
-328
 
Financial assets
9 060
 
10 562
 
10 665
 
12 558
 
14 950
 
16 139
 
15 917
 
17 070
 
Currency and deposits
31
 
25
 
28
 
35
 
34
 
39
 
36
 
36
 
Debt securities
2 804
 
3 362
 
3 764
 
4 542
 
4 346
 
4 614
 
4 604
 
4 916
 
Loans
165
 
160
 
205
 
232
 
444
 
496
 
438
 
466
 
Equity and investment fund shares
5 777
 
6 722
 
6 360
 
7 372
 
9 706
 
10 539
 
10 436
 
11 205
 
Equity
5 777
 
6 722
 
6 360
 
7 372
 
9 706
 
10 539
 
10 436
 
11 205
 
Investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
284
 
293
 
308
 
378
 
419
 
452
 
403
 
447
 
Financial liabilities
9 287
 
10 784
 
10 886
 
12 782
 
15 213
 
16 436
 
16 254
 
17 398
 
Debt securities
144
 
145
 
153
 
179
 
355
 
403
 
396
 
416
 
Short-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
144
 
145
 
153
 
179
 
355
 
403
 
396
 
416
 
Loans
286
 
315
 
431
 
542
 
497
 
536
 
520
 
484
 
Short-term loans
111
 
139
 
241
 
348
 
282
 
304
 
284
 
256
 
Long-term loans
175
 
176
 
190
 
194
 
214
 
231
 
235
 
228
 
Equity and investment fund shares
8 797
 
10 260
 
10 232
 
11 964
 
14 287
 
15 414
 
15 259
 
16 402
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
60
 
64
 
71
 
96
 
74
 
82
 
80
 
96
 
Non-financial assets
227
 
222
 
221
 
224
 
264
 
297
 
337
 
328
 
Open-end non-money market funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial assets
8 574
 
10 022
 
9 990
 
11 701
 
14 008
 
15 125
 
14 998
 
16 140
 
Currency and deposits
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
2 547
 
3 054
 
3 342
 
3 985
 
3 877
 
4 132
 
4 176
 
4 506
 
Loans
119
 
115
 
149
 
168
 
229
 
249
 
221
 
242
 
Equity and investment fund shares
5 689
 
6 626
 
6 265
 
7 271
 
9 592
 
10 419
 
10 335
 
11 103
 
Equity
5 689
 
6 626
 
6 265
 
7 271
 
9 592
 
10 419
 
10 335
 
11 103
 
Investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
219
 
227
 
234
 
277
 
310
 
325
 
266
 
290
 
Financial liabilities
8 574
 
10 022
 
9 990
 
11 701
 
14 008
 
15 125
 
14 998
 
16 140
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
8 574
 
10 022
 
9 990
 
11 701
 
14 008
 
15 125
 
14 998
 
16 140
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Open-end investment funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial assets
11 890
 
12 825
 
12 680
 
14 394
 
16 725
 
17 850
 
17 753
 
18 868
 
Currency and deposits
695
 
591
 
475
 
504
 
551
 
544
 
464
 
178
 
Debt securities
4 650
 
4 755
 
5 034
 
5 590
 
5 510
 
5 642
 
5 758
 
6 252
 
Loans
608
 
604
 
650
 
722
 
731
 
903
 
920
 
1 042
 
Equity and investment fund shares
5 689
 
6 626
 
6 265
 
7 271
 
9 592
 
10 419
 
10 335
 
11 103
 
Equity
5 689
 
6 626
 
6 265
 
7 271
 
9 592
 
10 419
 
10 335
 
11 103
 
Investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
246
 
250
 
256
 
306
 
342
 
342
 
276
 
293
 
Financial liabilities
11 890
 
12 825
 
12 680
 
14 394
 
16 725
 
17 850
 
17 753
 
18 868
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
11 890
 
12 825
 
12 680
 
14 394
 
16 725
 
17 850
 
17 753
 
18 868
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20170920/75e8
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
United States
 
Visit the OECD web site