Welcome to our dedicated page for JH Investors Trust SEC filings (Ticker: JHI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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The reporting persons have no sole voting or dispositive power over these shares and report shared dispositive power over 418,901 shares, with no shared voting power. The position is held mainly through unit investment trusts and other accounts, and the firms state the securities are held in the ordinary course of business without the purpose or effect of changing or influencing control of the issuer.
John Hancock Investors Trust director Kenneth J. Phelan reported buying shares in the fund. On 01/27/2026, he purchased 730 common shares of beneficial interest in a single open-market transaction at an approximate price of $13.7499 per share, bringing his directly owned holdings to 730 shares.
The filing notes that the price and corresponding share count are approximate because the fund’s net asset value is determined after the trade date, so the exact figures were not available at the time of this report.
JHI filed an annual Form N-CEN, providing census-style information about its registered investment fund operations. The filing shows the fund engaged in securities lending, with a monthly average value of portfolio securities on loan of 17,162,031.521666700000 during the period, but it reported net income from securities lending activities of 0.000000000000.
The fund also reports using multiple dealers for principal transactions, with individual total purchase and sale values such as 202,793,509.110000000000 and 35,643,559.220000000000, among others. Commissions paid to an affiliated broker-dealer for the period were 0.000000000000. The report also lists the fund’s service providers, including investment advisers, transfer agents, custodians, pricing services, and administrators, as part of its operational disclosure.
John Hancock Investors Trust, a closed-end fixed income fund, seeks to generate income with capital appreciation as a secondary goal. For the year ended October 31, 2025, it returned 8.60% at net asset value and 6.12% at market price, outpacing the 6.16% return of the Bloomberg U.S. Aggregate Bond Index.
Performance benefited from a decline in short- and intermediate-term bond yields, the fund’s use of leverage, and a sizable allocation to high-yield corporate bonds, which averaged about half of the portfolio. Net assets were $129.8 million with $86.9 million borrowed under a liquidity agreement, giving asset coverage of $2,493 per $1,000 of debt.
The fund earned $15.2 million of investment income and reported net investment income of $9.3 million, while paying $10.45 million in ordinary income distributions. It maintains diversified exposure across corporate bonds, term loans, mortgage- and asset-backed securities, and uses interest rate swaps and a small currency forward position to manage risks.
John Hancock Income Securities Trust and John Hancock Investors Trust are asking shareholders to elect 13 Trustees at a joint annual meeting on February 17, 2026, in Boston. All nominees already serve as Trustees, and 11 of the 13 are independent of John Hancock’s management. The Board recommends voting in favor of each nominee, who would continue overseeing fund performance, fees, risk management, and compliance on shareholders’ behalf. Shareholders of record as of November 25, 2025, can vote by mail, phone, Internet, or in person. As of that date, Income Securities Trust had 11,646,585 shares outstanding and Investors Trust had 8,744,547 shares.
John Hancock Investors Trust (JHI) director files initial ownership report
A reporting person serving as a director of John Hancock Investors Trust has filed a Form 3, which is the initial statement of beneficial ownership for insiders. The filing states that, as of the event date of 11/12/2025, the reporting person has no securities beneficially owned in the trust, including both non-derivative and derivative securities. This is an administrative disclosure required under securities regulations to document insider ownership status.
John Hancock Investors Trust (JHI) reported a new insider relationship on a Form 3. The filing shows that the reporting person is a director of the trust and that the form is being filed by one reporting person only. In the ownership tables for both non-derivative and derivative securities, the filer states that no securities are beneficially owned. The Form 3 is signed on behalf of the reporting person by Thomas W. Dee under a power of attorney.
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